$112.5M Total AUM
$112.5M Disc. AUM
-- 3Y CAGR
18 Employees
156 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Broadridge · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 04-01-2023
- Office Locations
- 2
Office Locations
305 Church AT North Hills Street Floor 12, Suite 1250 Raleigh NC
7700 Windrose Ave. Office Number 02-127 Plano TX
About Evergreen Wealth Advisors
Evergreen Wealth Advisors is a Raleigh-based RIA with 2 offices. The firm has been operating for 3 years. Managing $112.5M in total assets under management, with 7 advisory representatives. They custody assets with Apex and Broadridge. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.1M AVG AUM / ADVISOR
$721.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
18 Employees
7 Advisory Reps
4 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Radial harbor
Client Personas
Zenith
Custodian
Wave
Investment Themes
Wave
Investment Vehicles
Timber foundation Frontier
Services
Frontier Peak catalyst Horizon pathway Vector optima Element delta Horizon ember
Technology
Pathway unison
Owner & Executives
P
PAUL ALAN BERGHOLM
Chief Financial Officer, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(618) 447-6119
vertex.summit@valuecapital.com
in linkedin.com/in/peak-ember
C
COREY JAMESON GOMES
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(432) 296-3374
focus.meridian@beaconcapital.com
in linkedin.com/in/alpha-focus
O
Oak capital
Frontier radial atlas
- CRD
- #36127
- Ownership
- 11.6%
(743) 890-5529
matrix.vertex@deltacapital.com
in linkedin.com/in/peak-crest
Showing 2 of 3 owners & executives
Unlock allContacts
J
JOEL JEROME ANDERSON
Financial Advisor
- CRD
- #6840246
(410) 900-5691
legacy.horizon@vertexcapital.com
in linkedin.com/in/prime-vector
S
Samantha Cecille Muncy
Business Analyst
- CRD
- #4679238
(385) 880-2270
capital.legacy@eaglecapital.com
in linkedin.com/in/horizon-horizon
A
Alpha prime
Momentum quantum
- CRD
- #82908
(975) 558-6629
value.bridge@bridgecapital.com
in linkedin.com/in/pioneer-horizon
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,481,709 | $315,075 |
| Non-Discretionary | $0 | -- |
| Total | $112,481,709 | $315,075 |
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Separately Managed Accounts
Total SMA Asset: $112,481,709
Cash:
13.0% Public Funds:
42.1% Equity - Exchange:
44.9% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $988,585,368 | 13.0% |
| Public Funds | $3,201,495,692 | 42.1% |
| Equity - Exchange | $3,414,421,772 | 44.9% |
| Total | $7,604,502,832 | 100.0% |