Hedge Fund Database

EVERGREEN WEALTH SOLUTIONS, LLC

Adviser information for EVERGREEN WEALTH SOLUTIONS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,255 $381.2M
Non-Discretionary 19 $9.3M
Total 1,274 $390.6M

Clients

Type Number RAUM
Individuals 396 $167.3M
HNW Individuals 93 $213.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $1.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 17 $8.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-114485
SEC ERA File Number 801-114485
SEC CIK Numbers 1904432
SEC CRD Numbers 299407
Legal Entity Identifier None

Principal Office

1000 COMMERCE PARK DRIVE
SUITE 416
WILLIAMSPORT
PA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 570-601-6960, Fax: None

Websites

www.egwealth.com www.youtube.com/channel/ucanc-ipvmanv0bryow94x8w www.facebook.com/evergreenwealthsolutions/ www.linkedin.com/company/evergreen-wealth-solutions/ www.evergreenwealthsolutions.com/

Chief Compliance Officer

ANDREW HARRIS
MANAGING MEMBER
1000 COMMERCE PARK DRIVE
SUITE 416
WILLIAMSPORT
PA
United States
Tel: 570-601-6960
(Full email address available in API data)

Regulatory Contact

JORDAN GREEN
COUNSEL
1000 COMMERCE PARK DRIVE
SUITE 416
WILLIAMSPORT
PA
United States
Tel: 609-881-0101
(Full email address available in API data)

Industry Affiliates

EVERGREEN INSURANCE SOLUTIONS, LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HARRIS, ANDREW, C Individual – CHIEF COMPLIANCE OFFICER, MANAGING MEMBER 11/2018 > 75%

No. Employees, Historic

105020192020202120222023202420256 on 5/28/20196 on 5/29/20196 on 3/30/20206 on 6/30/20207 on 3/31/20219 on 3/30/20229 on 3/30/20239 on 7/10/20239 on 3/28/2024

RAUM, Historic

400M200M02019202020212022202320242025153263627 on 5/28/2019153263627 on 5/29/2019203979485 on 3/30/2020203979485 on 6/30/2020245379961 on 3/31/2021338239670 on 3/30/2022323167302 on 3/30/2023323167302 on 7/10/2023390570332 on 3/28/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025447 on 5/28/2019447 on 5/29/20191206 on 3/30/20201206 on 6/30/2020520 on 3/31/2021593 on 3/30/2022635 on 3/30/2023635 on 7/10/2023511 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 821K 5K –
AIR PRODS & CHEMS INC COM 481K 2K –
ALLSTATE CORP COM 273K 2K –
ALPHABET INC CAP STK CL C 230K 1K –
ALPHABET INC CAP STK CL A 3M 15K –
AMAZON COM INC COM 2M 8K –
AMERICAN EXPRESS CO COM 402K 2K –
AMERIPRISE FINL INC COM 741K 2K –
APPLE INC COM 5M 24K –
BANK AMERICA CORP COM 488K 12K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
BIOGEN INC COM 302K 1K –
BRANDYWINE RLTY TR SH BEN INT NEW 51K 11K –
CF INDS HLDGS INC COM 233K 3K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 472K 14K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 446K 14K –
CHEVRON CORP NEW COM 1M 7K –
CIENA CORP COM NEW 1M 24K –
CISCO SYS INC COM 1M 22K –
CITIZENS & NORTHN CORP COM 300K 17K –
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 48K 28K –
COMPASS DIVERSIFIED SH BEN INT 237K 11K –
CONOCOPHILLIPS COM 532K 5K –
CONSTELLATION BRANDS INC CL A 297K 1K –
COSTCO WHSL CORP NEW COM 1000K 1K –
CUMMINS INC COM 355K 1K –
DTE ENERGY CO COM 1M 10K –
DANAHER CORPORATION COM 376K 2K –
DELTA AIR LINES INC DEL COM NEW 302K 6K –
DISNEY WALT CO COM 868K 9K –
EQT CORP COM 290K 8K –
EXXON MOBIL CORP COM 469K 4K –
META PLATFORMS INC CL A 781K 2K –
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 565K 23K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 354K 2K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 316K 6K –
FISERV INC COM 617K 4K –
FORD MTR CO DEL COM 673K 54K –
GENERAC HLDGS INC COM 335K 3K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 32M 297K –
HOST HOTELS & RESORTS INC COM 247K 14K –
INTEL CORP COM 1M 32K –
INTERNATIONAL BUSINESS MACHS COM 1M 6K –
INVESCO ACTVELY MNGD ETC FD ELC VEH MTLS CDT 432K 26K –
ISHARES TR CORE S&P500 ETF 221K 404 –
ISHARES TR CORE US AGGBD ET 11M 112K –
ISHARES TR RUS MDCP VAL ETF 493K 4K –
ISHARES TR RUS MD CP GR ETF 395K 4K –
ISHARES TR EAFE SML CP ETF 343K 6K –
ISHARES TR NATIONAL MUN ETF 2M 16K –
ISHARES TR MSCI USA QLT FCT 436K 3K –
ISHARES TR IBONDS DEC25 ETF 362K 15K –
ISHARES TR IBONDS DEC24 ETF 2M 79K –
ISHARES TR MSCI GBL SUS DEV 577K 8K –
ISHARES TR IBONDS DEC2026 2M 85K –
ISHARES TR IBONDS DEC 26 572K 23K –
ISHARES TR IBONDS DEC 28 524K 21K –
ISHARES TR IBDS DEC28 ETF 2M 84K –
ISHARES TR IBONDS DEC 576K 22K –
ISHARES TR IBONDS 27 ETF 271K 11K –
ISHARES TR IBONDS DEC 29 251K 11K –
ISHARES TR IBONDS DEC 2032 256K 10K –
ISHARES TR IBONDS DEC 2031 224K 11K –
ISHARES TR IBONDS DEC 2030 2M 95K –
JPMORGAN CHASE & CO. COM 2M 7K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 1M 20K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 257K 5K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 13M 241K –
JANUS DETROIT STR TR HENDRSON AAA CL 521K 10K –
JOHNSON & JOHNSON COM 779K 5K –
KLA CORP COM NEW 1M 1K –
KENVUE INC COM 345K 19K –
LOWES COS INC COM 1M 6K –
LUMINAR TECHNOLOGIES INC COM CL A 30K 20K –
M & T BK CORP COM 813K 5K –
MASCO CORP COM 552K 8K –
MASTERCARD INCORPORATED CL A 1M 3K –
MCKESSON CORP COM 983K 2K –
MERCK & CO INC COM 721K 6K –
METLIFE INC COM 418K 6K –
MICROSOFT CORP COM 3M 8K –
MICROSTRATEGY INC CL A NEW 744K 540 –
NETFLIX INC COM 527K 781 –
NOVO-NORDISK A S ADR 223K 2K –
NUCOR CORP COM 643K 4K –
NVIDIA CORPORATION COM 6M 46K –
NUSCALE PWR CORP CL A COM 136K 12K –
PELOTON INTERACTIVE INC CL A COM 42K 12K –
PENNS WOODS BANCORP INC COM 372K 18K –
PFIZER INC COM 545K 19K –
PRUDENTIAL FINL INC COM 652K 6K –
PUBLIC SVC ENTERPRISE GRP IN COM 670K 9K –
QUANTA SVCS INC COM 503K 2K –
QUANTUMSCAPE CORP COM CL A 50K 10K –
REGENERON PHARMACEUTICALS COM 605K 576 –
ROPER TECHNOLOGIES INC COM 1M 2K –
SPDR SER TR S&P DIVID ETF 221K 2K –
SPROUTS FMRS MKT INC COM 210K 3K –
STANLEY BLACK & DECKER INC COM 697K 9K –
STRYKER CORPORATION COM 745K 2K –
TARGET CORP COM 932K 6K –
THERMO FISHER SCIENTIFIC INC COM 1M 2K –
UNION PAC CORP COM 496K 2K –
UNITEDHEALTH GROUP INC COM 648K 1K –
UNIVERSAL DISPLAY CORP COM 445K 2K –
VALERO ENERGY CORP COM 305K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 360K 1K –
VERIZON COMMUNICATIONS INC COM 2M 45K –
VISA INC COM CL A 349K 1K –
WALMART INC COM 609K 9K –
WEST PHARMACEUTICAL SVSC INC COM 262K 795 –
WISDOMTREE TR EMER MKT HIGH FD 272K 6K –
ACCENTURE PLC IRELAND SHS CLASS A 549K 2K –
GAN LTD SHS 23K 16K –