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EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT, LLC
WILLIAMSTON, Michigan
·
3 registered advisors
·
CRD# 174090
SEC# 801-125737
2
(517) 655-2118
01
Firm Overview
AUM
$175M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at EVERGREEN WEALTH MANAGEMENT, LLC
3 registered advisors
David C Bensch
WILLIAMSTON, Michigan
CRD# 5295254
Jeffrey Dale Gorsline
WILLIAMSTON, Michigan
CRD# 3239000
Stephen Lawrence Hanley
WILLIAMSTON, Michigan
CRD# 4647573
05
Office Locations
WILLIAMSTON, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. EVERGREEN WEALTH MANAGEMENT, LLC (CRD# 174090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.