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- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-28-2015
- Office Locations
- 2
Office Locations
About Evergreen Wealth Management, LLC
Evergreen Wealth Management, LLC is a Williamston-based RIA with 2 offices. The firm has been operating for 11 years. Managing $248.7M in total assets under management, with 5 advisory representatives. They custody assets with Folio Investments and Goldman Sachs.
Reported data analysis
What the numbers show
Between September 5, 2025 and March 20, 2026, reported AUM increased 17.9%, from $211.0M to $248.7M.
Across 5 reported observations, AUM increased 108.2% between November 16, 2022 and March 20, 2026, from $119.4M to $248.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 706 clients, or 141.2 clients per representative. That equates to $352.3K in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JEFFREY DALE GORSLINE
INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #3239000
- Ownership
- 25% but less than 50%
STEPHEN LAWRENCE HANLEY
Chief Investment Officer, Portfolio Manager
- CRD
- #4647573
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL DUANE GORSLINE
Owner
- CRD
- #6120741
Cooper Michael Gross
--
- CRD
- #8125345
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,707,109 | $164,489 |
| Non-Discretionary | $0 | -- |
| Total | $248,707,109 | $164,489 |
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Separately Managed Accounts
SMA allocation detail is available
Evergreen Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Evergreen Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.