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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2023
- Office Locations
- 2
Office Locations
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 Charles Schwab & Company.
Reported data analysis
What the numbers show
Between December 17, 2025 and March 26, 2026, reported AUM increased 4.5%, from $107.6M to $112.5M.
Across 3 reported observations, AUM increased 1.8% between November 22, 2024 and March 26, 2026, from $110.5M to $112.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 156 clients, or 22.3 clients per representative. That equates to $721.0K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on August 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Vehicles
- Services
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The full Evergreen Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL ALAN BERGHOLM
Chief Financial Officer, TREASURER
- CRD
- --
- Ownership
- Less than 5%
COREY JAMESON GOMES
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JOEL JEROME ANDERSON
Financial Advisor
- CRD
- #6840246
Jeremy Luke Hamann
--
- CRD
- #8179750
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Evergreen Wealth Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.