EVERGREEN WEALTH MANAGEMENT, LLC
Adviser information for EVERGREEN WEALTH MANAGEMENT, LLC last updated from Form ADV on March 19th, 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 | Michigan, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,307 | $174.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,307 | $174.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 608 | $119.1M |
| HNW Individuals | 28 | $55.0M |
| 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 | $370,473 |
| 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 | 1 | $18,307 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Principal Office
319 W GRAND RIVER AVEWILLIAMSTON
MI
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (517) 655-2118, Fax: (517) 947-5942
Chief Compliance Officer
DAVID C BENSCH
319 W GRAND RIVER AVE
WILLIAMSTON
MI
United States
Tel:
419-607-0127
D**********@**************M
(Full email address available in API data)
Regulatory Contact
JEFFREY DALE GORSLINE
INVESTMENT ADVISER
319 W GRAND RIVER AVE
WILLIAMSTON
MI
United States
Tel:
(517) 922-6218
Fax:
(517) 947-5942
J************@**************M
(Full email address available in API data)
Industry Affiliates
| ANDREW J. NUTTER | Insurance company or agency |
| JEFFREY D. GORSLINE | Insurance company or agency |
| MICHAEL DUANE GORSLINE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GORSLINE, JEFFREY, DALE | Individual | – | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | 12/2014 | 25-50% |
| HANLEY, STEPHEN, LAWRENCE | Individual | – | CHIEF INVESTMENT OFFICER & MEMBER | 12/2014 | 25-50% |
| BENSCH, DAVID, C | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 2M | 8K | – |
| ALPHABET INC | CAP STK CL A | 5M | 29K | – |
| AMAZON COM INC | COM | 7M | 34K | – |
| AMGEN INC | COM | 2M | 5K | – |
| APPLE INC | COM | 2M | 12K | – |
| BANK AMERICA CORP | COM | 2M | 54K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 1M | 2 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 12K | – |
| BOOKING HOLDINGS INC | COM | 1M | 268 | – |
| BROADCOM INC | COM | 5M | 3K | – |
| CISCO SYS INC | COM | 1M | 29K | – |
| DIAMOND HILL INVT GROUP INC | COM NEW | 2M | 16K | – |
| ELEVANCE HEALTH INC | COM | 2M | 4K | – |
| ENBRIDGE INC | COM | 801K | 23K | – |
| EXPEDITORS INTL WASH INC | COM | 3M | 22K | – |
| EXXON MOBIL CORP | COM | 1M | 12K | – |
| FIDELITY NATL INFORMATION SV | COM | 2M | 24K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 6M | 106K | – |
| JOHNSON & JOHNSON | COM | 1M | 10K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 11K | – |
| LOCKHEED MARTIN CORP | COM | 3M | 5K | – |
| MARKEL GROUP INC | COM | 5M | 3K | – |
| MEDTRONIC PLC | SHS | 2M | 19K | – |
| META PLATFORMS INC | CL A | 6M | 12K | – |
| MICROSOFT CORP | COM | 4M | 9K | – |
| NVR INC | COM | 715K | 94 | – |
| OCCIDENTAL PETE CORP | COM | 834K | 13K | – |
| OREILLY AUTOMOTIVE INC | COM | 776K | 735 | – |
| PAYPAL HLDGS INC | COM | 1M | 24K | – |
| PIMCO CORPORATE & INCOME OPP | COM | 4M | 262K | – |
| QUALCOMM INC | COM | 3M | 15K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1M | 18K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 3M | 20K | – |
| ULTA BEAUTY INC | COM | 559K | 1K | – |
| UNITEDHEALTH GROUP INC | COM | 1M | 2K | – |
| VALERO ENERGY CORP | COM | 1M | 9K | – |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 4M | 58K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 7M | 89K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 4M | 53K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 1M | 5K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 3M | 12K | – |
| VANGUARD INDEX FDS | VALUE ETF | 2M | 15K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 2M | 7K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 4M | 19K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 2M | 10K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 379K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 7M | 25K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 803 | 3 | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1M | 21K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 890K | 20K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 1M | 10K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 8M | 45K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 589K | 10K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 8M | 66K | – |
| VISA INC | COM CL A | 3M | 10K | – |
| WALMART INC | COM | 406K | 6K | – |