Updated:
Evergreen Wealth
EVERGREEN WEALTH is an SEC-registered investment adviser in SPRINGFIELD, IL, registered since 2015. The firm manages $1.2 billion in assets, with $780...
Overview
EVERGREEN WEALTH is an SEC-registered investment adviser in SPRINGFIELD, IL, registered since 2015. The firm manages $1.2 billion in assets, with $780 million on a discretionary basis. It has 12 employees and 6 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Where is Evergreen Wealth headquartered?
No confirmed headquarters location is available. No office address, city, or country has been disclosed in any public record that connects to Evergreen Wealth.
Does Evergreen Wealth participate in fund commitments or direct deals?
No verified investment activity—whether fund commitments, direct deals, co-investments, or advisory mandates—has been documented for Evergreen Wealth. The firm has not been named in any known transaction disclosure or capital raise.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Evergreen Wealth in Altss
Explore available research and relationship coverage for this adviser in Altss.