Evergreen Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Springfield, IL. Its latest Form ADV filing, dated March 5, 2026, reports $1.2B in regulatory assets under management, 12 employees, 1 office, and 1,691 accounts.
Assets Under Management
$1.2B
Employees
12
Offices
1 office
Total Clients
679
Primary office
SPRINGFIELD, IL
1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
434
2
HNWI
20.5%
139
3
Pension Plans
8.5%
58
4
Corporations
6.2%
42
5
Charitable
0.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 5, 2026
Discretionary66.1%
$780M
66% of total RAUM66.1%
Non-discretionary33.9%
$400M
34% of total RAUM33.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts1,691
10Y AUM Change+$1.1B (+927.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee57:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.