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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-12-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 12, 2025 and March 6, 2026, reported AUM increased 27.3%, from $63.1M to $80.3M.
Across 5 reported observations, AUM increased 61.6% between April 27, 2022 and March 6, 2026, from $49.7M to $80.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 363 clients, or 363 clients per representative. That equates to $221.1K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ever Green Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Gary Green
Chief Compliance Officer, President, Principal
- CRD
- #4899414
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Randal Karl Engelbrecht
--
- CRD
- #8288084
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Ever Green Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.