Ever Green Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Victor, NY. Its latest Form ADV filing, dated March 6, 2026, reports $80M in regulatory assets under management, 1 employee, and 648 accounts.
Assets Under Management
$80M
Employees
1
Offices
--
Total Clients
363
Primary office
VICTOR, NY
6535 ANTHONY DRIVE, SUITE A, VICTOR, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.7% of total clients.
Top client categories% of clientsClients
1
Individuals
96.7%
351
2
HNWI
3.3%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$80Mas of March 6, 2026
Discretionary100.0%
$80M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$80M
Total Accounts648
10Y AUM Change+$80M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee363:1
10Y Employee Change0 (0.0%)
* 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.