Evergreen Wealth Advisors
● SEC registered since 2023CRD 326535SEC# 801-129001Raleigh, NC
Reg. AUM
$112.5M
Employees
18
Accounts
357
Location
Raleigh, NC
Evergreen Wealth Advisors assets under management
Evergreen Wealth Advisors is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2023. It reports $112.5 million in regulatory assets under management and employs 18 people.
Evergreen Wealth Advisors owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey Jameson Gomes Control | Chief Compliance Officer | Under 5% | 2025 |
| Evergreen Wealth Corporation Control | Owner | Over 75% | 2023 |
| Paul Alan Bergholm Control | Treasurer | Under 5% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Evergreen Wealth Advisors manage?
Evergreen Wealth Advisors reports $112.5 million in regulatory assets under management on its Form ADV.
How many employees does Evergreen Wealth Advisors have?
Evergreen Wealth Advisors reports 18 employees.
Where is Evergreen Wealth Advisors located?
Evergreen Wealth Advisors is based in Raleigh, NC and has been SEC-registered since 2023.
Does Evergreen Wealth Advisors disclose fund performance?
Evergreen Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 305 Church at North Hills Street, Floor 12, Suite 1250, Raleigh, NC 27609 |
| Phone | 888-884-0557 |
| Fax | NA |
| Office hours | 9-5 Est |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.5M▲ 2%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$112.5Mregulatory AUM
Discretionary $112.5M