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Evergreen Wealth Management
EVERGREEN WEALTH MANAGEMENT is a state-registered investment adviser in BOSTON, MA. The firm manages approximately $63 million in regulatory assets.
Evergreen Wealth Management
EVERGREEN WEALTH MANAGEMENT is a state-registered investment adviser in BOSTON, MA. The firm manages approximately $63 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1996
Location
Region
North America
Country
United States
City
Boston
Corporate office
Seattle, WA, United States
Principals
John A. Davis
Founder & CEO
Mary G. Smith
President & CIO
Sector focus
Frequently asked questions
Who runs investment decisions at Evergreen Wealth Management?
John A. Davis, Founder & CEO, and Mary G. Smith, President & CIO, oversee investment strategy. The firm operates with a dual-leadership structure common among RIAs (public record).
How does Evergreen Wealth Management source proprietary deal flow?
The firm sources deals through its direct co-investment model, negotiating separate accounts and sidecar opportunities with institutional general partners — a practice that lets it access deal flow outside standard commingled funds (per the firm's marketing materials).
What investment stages does Evergreen Wealth Management typically target?
Evergreen targets mature-stage private credit, real estate, and infrastructure opportunities, with some exposure to hedge funds. The firm avoids early-stage venture capital and growth equity (per the firm's public profile).
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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