$46.2M Total AUM
$46.2M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2012
- Office Locations
- 1
Office Locations
813 Main AVE Suite 203 Durango CO
About Evergreen Wealth Advisors
Evergreen Wealth Advisors is a Durango-based RIA. The firm has been operating for 14 years. Managing $46.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$46.2M AVG AUM / ADVISOR
$330.0K AVG AUM / CLIENT
14.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Optima Signal Oak glacier Timber signal Delta Radial radial
Client Personas
Vital pathway
Investment Themes
Quantum signal Atlas matrix Value north Meridian
Investment Vehicles
Unison
Services
Legacy Frontier zenith Pathway Pathway Horizon Frontier timber Crest beacon Signal north
Owner & Executives
CRAIG LANE ARNWINE
Chief Compliance Officer, Managing Member, President
- CRD
- #2480164
- Ownership
- 75% or more
(387) 640-6558
summit.oak@foundationcapital.com
in linkedin.com/in/beacon-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,200,000
Equity - Exchange:
25.4% Other:
15.1% U.S. Government/Agency:
9.4% Cash:
19.7% Public Funds:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,242,310,188 | 25.4% |
| Other | $1,333,026,923 | 15.1% |
| U.S. Government/Agency | $829,831,329 | 9.4% |
| Cash | $1,739,114,595 | 19.7% |
| Public Funds | $2,683,709,831 | 30.4% |
| Total | $8,827,992,866 | 100.0% |