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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 million...
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 million on a discretionary basis. It has 12 employees and 6 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Evergreen Wealth?
No principals or investment decision-makers have been publicly identified for Evergreen Wealth. Public records searches have not returned any matches that would confirm leadership or ownership.
Is Evergreen Wealth structured as a single family office or multi-family office?
Evergreen Wealth's structure cannot be confirmed from public sources. It is not registered as an investment adviser with the SEC or any state regulator, nor has it filed any public documents that would indicate its legal or operational form.
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.
What investment stages or sectors does Evergreen Wealth target?
No investment focus can be attributed to Evergreen Wealth. No sector tags, stage preferences, or deal parameters have been publicly stated or referenced. The firm's name alone suggests a possible wealth preservation orientation, but this cannot be confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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