Evergreen Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 26, 2026, reports $112M in regulatory assets under management, 18 employees, 2 offices, and 357 accounts.
Assets Under Management
$112M
Employees
18
Offices
2 offices
Total Clients
156
Primary office
RALEIGH, NC
305 CHURCH AT NORTH HILLS STREET, FLOOR 12, SUITE 1250, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
134
2
Corporations
9.0%
14
3
HNWI
5.1%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$112Mas of March 26, 2026
Discretionary100.0%
$112M
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$112M
Total Accounts357
10Y AUM Change+$112M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee9:1
10Y Employee Change+15 (+500.0%)
* 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.