# Evergreen Wealth Management

Evergreen Wealth Management is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** evergreenwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/evergreen-wealth-management615

## Regulatory record

- **CRD number:** 313909
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313909

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## People

- John A. Davis — Founder & CEO
- Mary G. Smith — President & CIO

## 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).

## Related profiles

- [MAN INVESTMENTS AUSTRALIA LIMITED](https://altss.com/profile/man-investments-australia-limited)
- [Rock Ridge Wealth LLC](https://altss.com/profile/rock-ridge-wealth-llc)

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

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