Paul Alan Bergholm
TreasurerEvergreen Wealth AdvisorsCRD 5861314
About Paul Alan Bergholm
Paul Alan Bergholm is listed as Treasurer at Evergreen Wealth Advisors in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Evergreen Wealth Advisors
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Paul Alan Bergholm work?
Paul Alan Bergholm is listed as Treasurer at Evergreen Wealth Advisors on SEC Form ADV.
How much of Evergreen Wealth Advisors does Paul Alan Bergholm own?
Form ADV reports a beneficial ownership band of Under 5%.
Evergreen Wealth Advisors
| Title | Treasurer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |