Evergreen Wealth Management, LLC
● SEC registered since 2022CRD 174090SEC# 801-125737Williamston, MI
Reg. AUM
$248.7M
Employees
8
Accounts
1,512
Location
Williamston, MI
Evergreen Wealth Management, LLC assets under management
Evergreen Wealth Management, LLC operates as an SEC-registered investment adviser based in Williamston, MI. The firm has been registered since 2022. It reports $248.7 million in regulatory assets under management and employs 8 people.
Evergreen Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David C Bensch Control | Chief Compliance Officer | Under 5% | 2021 |
| Jeffrey Dale Gorsline Control | Investment Advisor Representative & Member | 25-50% | 2014 |
| Stephen Lawrence Hanley Control | Chief Investment Officer & Member | 25-50% | 2014 |
Frequently asked questions
How much does Evergreen Wealth Management, LLC manage?
Evergreen Wealth Management, LLC reports $248.7 million in regulatory assets under management on its Form ADV.
How many employees does Evergreen Wealth Management, LLC have?
Evergreen Wealth Management, LLC reports 8 employees.
Where is Evergreen Wealth Management, LLC located?
Evergreen Wealth Management, LLC is based in Williamston, MI and has been SEC-registered since 2022.
Does Evergreen Wealth Management, LLC disclose fund performance?
Evergreen Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 319 W Grand River Ave, Williamston, MI 48895 |
| Phone | (517) 655-2118 |
| Fax | (517) 947-5942 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$248.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$248.7Mregulatory AUM
Discretionary $248.7M