$80.3M Total AUM
$80.3M Disc. AUM
18.5% 3Y CAGR
1 Employees
363 ADV. Clients
6 yrs Firm Age
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- 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
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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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 Eagle 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
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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 |
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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% |