E
$248.7M Total AUM
$248.7M Disc. AUM
20.9% 3Y CAGR
8 Employees
706 ADV. Clients
11 yrs Firm Age
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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
27121 Oakmead Drive Suite B Perrysburg OH
319 W Grand River AVE Williamston MI
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.
Team overview
46 AVG AGE
$49.7M AVG AUM / ADVISOR
$352.3K AVG AUM / CLIENT
8.4 yrs AVG TENURE
8 Employees
5 Advisory Reps
6 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY DALE GORSLINE
INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #3239000
- Ownership
- 25% but less than 50%
Available
Available
Available
S
STEPHEN LAWRENCE HANLEY
Chief Investment Officer, Portfolio Manager
- CRD
- #4647573
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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M
MICHAEL DUANE GORSLINE
Owner
- CRD
- #6120741
Available
Available
Available
C
Cooper Michael Gross
--
- CRD
- #8125345
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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