# Evergreen Wealth Advisory Group

Evergreen Wealth Advisory Group is a Bank / Wealth / Trust based in San Jose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** evergreenwag.com
- **LinkedIn:** linkedin.com/company/evergreen-wealth-advisory-group-llc

## Regulatory record

- **Reports private funds:** No

## About

Evergreen Wealth Advisory Group was founded in 1995 and maintains its sole office in San Jose, California. The firm delivers a consolidated wealth management experience that combines financial planning, discretionary investment management, and tax planning under one advisory relationship. The firm's investment approach is built around individual client goals rather than institutional benchmarks, with portfolios constructed from a mix of individual securities, mutual funds, and exchange-traded products. Tax planning is integrated directly with portfolio management, reflecting a practice that prioritizes after-tax outcomes for its client base. While specific asset-class allocations are not publicly disclosed, the firm's integrated tax-and-management structure positions it for direct-indexing and tax-loss-harvesting workflows typical of California wealth managers serving high-income professionals and business owners in the Bay Area. Team size and assets under management are not publicly reported. Evergreen operates without satellite offices, maintaining a single San Jose location that reinforces a local, relationship-driven service model. The firm does not participate in club deal networks, multi-family-office platforms, or philanthropic foundation vehicles based on available public record. Structurally, Evergreen functions as an owner-operated wealth manager rather than a corporate RIA aggregator, with continuity of service since 1995 implying a steady, unreconstructed advisory architecture — the same team, same city, same bundled service menu for three decades.

## Questions

### What services does Evergreen Wealth Advisory Group provide?

The firm offers three integrated services: financial planning, discretionary investment management, and tax planning. These are delivered as a bundled offering rather than à la carte, with tax considerations directly informing portfolio decisions. This structure is designed for clients who want a single advisor coordinating across planning, investing, and tax preparation.

### Does Evergreen Wealth Advisory Group disclose its assets under management?

No. The firm does not publicly report AUM, team size, or client count. It operates as a private, owner-managed practice without the public reporting obligations of an SEC-registered firm above the $110 million threshold, though its exact regulatory filing status has not been independently verified.

## Related profiles

- [Evergreen Retirement Services](https://altss.com/profile/evergreen-retirement-services)
- [Evergreen Wealth Solutions (EWS)](https://altss.com/profile/evergreen-wealth-solutions-ews)

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Last updated: 2026-06-03T20:00:00.000Z

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