Updated:
Evergreen Wealth Management
Evergreen Wealth Management was founded in 2016 as an SEC-registered investment advisor.
Evergreen Wealth Management
Evergreen Wealth Management was founded in 2016 as an SEC-registered investment advisor. The firm focuses on serving high-net-worth individuals, families, and trusts, offering a range of wealth management services including financial planning, investment management, and retirement planning. The firm operates as a multi-family office, though it does not disclose the number of families served or total assets under management. The investment approach combines traditional asset classes — public equities, fixed income, and cash — with select alternative investments. The firm tailors portfolios to client-specific goals and risk tolerances. Geographically, the firm's client base is concentrated in the United States, primarily in the New York metropolitan area. No specific portfolio companies or direct deals have been publicly identified. Evergreen Wealth Management's team size and additional office locations are not publicly available. The firm maintains a traditional RIA structure with fiduciary obligations to its clients. No philanthropic structures separately branded from the firm have been publicly identified. In the last 24 months, no major operational events such as acquisitions or leadership changes have been publicly reported. A structural differentiator is Evergreen Wealth Management's position as a younger RIA in a competitive New York market. As a fee-only, independent advisor, it avoids proprietary product conflicts and works with third-party custodians, aligning its interests with clients. The firm's multi-family office structure allows it to serve multiple families while offering more personalized service than large wirehouses.
General information
Firm type
Multi Family Office
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Is Evergreen Wealth Management a single-family office or multi-family office?
Evergreen Wealth Management operates as a multi-family office, serving multiple unrelated high-net-worth families and individuals rather than a single family. It is structured as an SEC-registered investment advisor, which allows it to serve a broader client base while still providing personalized wealth management.
What investment services does Evergreen Wealth Management offer?
Evergreen Wealth Management provides comprehensive wealth management services, including financial planning, investment management, retirement planning, and trust services. The investment portfolios are built from public equities, fixed income, and cash, with the option to include alternative investments when appropriate for a client's goals and risk profile.
Who are the principals of Evergreen Wealth Management?
The firm's leadership team is not publicly detailed on its website or in available public records. As of 2026, no named principals or executives appear in regulatory filings or press coverage. The firm is based in New York and operates as a registered investment advisor under SEC oversight.
How does Evergreen Wealth Management differ from large wirehouse advisors?
As an independent, fee-only RIA, Evergreen Wealth Management avoids proprietary product conflicts that often exist at large wirehouse firms. The firm's fiduciary standard requires it to act in clients' best interests at all times. It uses third-party custodians to hold client assets, providing an additional layer of oversight and transparency.
What is the minimum investment threshold for Evergreen Wealth Management?
The firm does not publicly disclose a minimum account size or minimum investment threshold. As a multi-family office serving high-net-worth individuals, the firm likely screens for a meaningful investable asset level, but this information is typically shared only during the onboarding process.
Is Evergreen Wealth Management affiliated with any larger financial institution?
No, Evergreen Wealth Management is an independent registered investment advisor and not affiliated with any bank, brokerage, or insurance company. This independence allows the firm to offer objective advice without being constrained by corporate product offerings or sales quotas.
What assets under management (AUM) does Evergreen Wealth Management report?
Evergreen Wealth Management does not publicly disclose its total assets under management. As a privately held RIA, it is not required to report AUM in public filings beyond basic Form ADV disclosures. No external estimates from industry publications are available.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: