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Evergreen Wealth Advisors, Inc.

Evergreen Wealth Advisors, Inc.. CRD 136947

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CRD: 136947

Evergreen Wealth Advisors, Inc.

Lafayette, CA
9252932778
www.evergreen-wealth.com
$96.8M Total AUM
$95.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Bank OF America ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
01-19-2006
Office Locations
1

Office Locations

-- Lafayette CA

About Evergreen Wealth Advisors, Inc.

Evergreen Wealth Advisors is an independently owned, fiduciary RIA serving high net worth individuals, executives, and business owners and their families. The firm builds customized, disciplined portfolios aimed at competitive long-term returns with careful risk control, pairing investment management with common-sense financial planning. Clients have direct access to the professional responsible for their portfolio; custody includes Fidelity/NFS.

Team overview

-- AVG AGE
$96.8M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Alpha

Client Personas

Zenith Peak

Investment Themes

Capital optima Frontier optima

Investment Vehicles

Eagle prime Vital alpha

Services

Foundation Beacon Fusion vector Vital horizon Glacier fusion Catalyst pioneer Ridge horizon

Owner & Executives

ERIC RICHARD HULL

ERIC RICHARD HULL

Chief Compliance Officer, President

CRD
#1886611
Ownership
75% or more
(788) 388-1744
wave.harbor@optimacapital.com
in linkedin.com/in/signal-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $95,852,752 --
Non-Discretionary $993,350 --
Total $96,846,102 --

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Separately Managed Accounts

Total SMA Asset: $96,846,102

$96.8M Total SMA
Public Funds:
30.4%
Municipal Bonds:
25.1%
U.S. Government/Agency:
5.7%
Equity - OTC:
28.5%
Cash:
10.3%
Asset class Assets Assets %
Public Funds $1,542,889,943 30.4%
Municipal Bonds $1,273,899,262 25.1%
U.S. Government/Agency $289,291,864 5.7%
Equity - OTC $1,446,459,321 28.5%
Cash $522,755,474 10.3%
Total $5,075,295,864 100.0%

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