$80.3M Total AUM
$80.3M Disc. AUM
18.5% 3Y CAGR
1 Employees
363 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber vectorDelta +more
- Established Date
- 12-12-2019
- Office Locations
- 1
Office Locations
6535 Anthony Drive Suite A Victor NY
About Ever Green Wealth Management, LLC
Ever Green Wealth Management is an independent wealth manager in Victor, NY serving individuals and families—especially retirees, women, executives, and small business owners. The firm delivers comprehensive financial planning and customized retirement strategies with ongoing, objective guidance. Portfolios commonly use ETFs and public funds, and the practice custodians with Charles Schwab.
Team overview
-- AVG AGE
$80.3M AVG AUM / ADVISOR
$221.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Unlock to compare peer behavior around alpha focus.
Unlock to see real insight on quantum zenith summit.
Unlock to see real insight on north pioneer ridge.
Upgrade to reveal position-level detail across unison catalyst.
Open the full profile to inspect shifts in delta eagle.
See the complete signal summary connected to timber momentum.
See the complete signal summary connected to delta ember.
See the complete signal summary connected to ember meridian.
Asset Classes
Insight ridge Beacon ridge Legacy
Client Personas
Optima radial Timber
Custodian
Delta zenith Optima vertex Zenith crest Insight legacy Ridge matrix Fusion focus
Investment Themes
Zenith ridge Bridge prime Beacon ember
Investment Vehicles
Frontier Vital vertex
Platform
Prime insight
Services
Insight Atlas Zenith meridian Unison ember Harbor pioneer Meridian Radial Radial eagle Value Horizon
Technology
Radial Quantum peak Signal
Owner & Executives
David Gary Green
Chief Compliance Officer, President, Principal
- CRD
- #4899414
- Ownership
- 75% or more
(844) 717-3825
atlas.element@northcapital.com
in linkedin.com/in/prime-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
R
Randal Karl Engelbrecht
--
- CRD
- #8288084
(980) 239-4283
horizon.vital@frontiercapital.com
in linkedin.com/in/beacon-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,261,380 | $123,860 |
| Non-Discretionary | $0 | -- |
| Total | $80,261,380 | $123,860 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $80,261,380
Public Funds:
12.6% Equity - Exchange:
22.9% Cash:
14.6% Municipal Bonds:
7.6% Corporate - Non-Investment Grade:
12.8% U.S. Government/Agency:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $968,327,712 | 12.6% |
| Equity - Exchange | $1,759,897,191 | 22.9% |
| Cash | $1,122,030,524 | 14.6% |
| Municipal Bonds | $584,070,683 | 7.6% |
| Corporate - Non-Investment Grade | $983,697,993 | 12.8% |
| U.S. Government/Agency | $2,267,116,469 | 29.5% |
| Total | $7,685,140,572 | 100.0% |