# Evergreen Wealth Advisors

Evergreen Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/evergreen-wealth-advisors

## Regulatory record

- **CRD number:** 326535
- **SEC file number:** 801-129001
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326535

## About

Evergreen Wealth Advisors is an SEC-registered investment adviser in Raleigh, NC, registered since 2023. The firm manages approximately $112 million in regulatory assets. It has 18 employees and 7 investment advisers.

## People

- Unnamed — Unspecified

## Questions

### Does Evergreen Wealth Advisors participate in fund commitments or only direct deals?

The firm engages in both fund commitments and direct co-investments. It allocates capital to private equity, venture, and credit funds while also pursuing direct ownership stakes in businesses. (Public record)

### Which sectors does Evergreen Wealth Advisors explicitly avoid?

The firm does not publicly disclose any exclusionary sectors. (Public record)

### How is Evergreen Wealth Advisors related to any parent or related entity?

No parent or affiliate relationships have been publicly documented. (Public record)

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Last updated: 2026-07-06T01:24:16.122Z

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