# EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 326535
- Type: SEC-registered investment adviser
- SEC file number: 801-129001
- Location: 305 CHURCH AT NORTH HILLS STREET, FLOOR 12, SUITE 1250, RALEIGH, NC, 27609
- Phone: 888-884-0557
- Latest filing: 2026-03-26
- Regulatory AUM: $112.5M
- Discretionary AUM: $112.5M
- Clients: 18
- Accounts: 357

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| William Hamilton Harris | OWNER; PRESIDENT/CEO | — |
| Paul Alan Bergholm | TREASURER | — |
| Corey Jameson Gomes | CHIEF COMPLIANCE OFFICER | — |
| Austen Lee Caraker | CHIEF COMPLIANCE OFFICER | — |
| HARRIS WILLIAM HAMILTON | OWNER; PRESIDENT/CEO | — |
| BERGHOLM PAUL ALAN | TREASURER | — |
| Caraker Austen Lee | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326535/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326535/similar
- Related entities: https://search.stillhousedata.com/firm/326535/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326535

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.