EVER GREEN WEALTH MANAGEMENT, LLC
Adviser information for EVER GREEN WEALTH MANAGEMENT, LLC last updated from Form ADV on February 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 | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 548 | $57.7M |
| Non-Discretionary | 0 | $0 |
| Total | 548 | $57.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 267 | $42.4M |
| HNW Individuals | 11 | $15.3M |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| 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 businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-117694 |
|---|---|
| SEC ERA File Number | 801-117694 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297459 |
| Legal Entity Identifier | None |
Principal Office
6535 ANTHONY DRIVESUITE A
VICTOR
NY
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 585-742-0271, Fax: 585-270-3768
Chief Compliance Officer
DAVID GREEN
PRESIDENT
6535 ANTHONY DRIVE
SUITE A
VICTOR
NY
United States
Tel:
585-742-0271
Fax:
585-270-3768
D*********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Green, David, Gary | Individual | – | PRESIDENT & CCO | 05/2018 | > 75% |