$62.5M Total AUM
$62.5M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SignalSummit +more
- Established Date
- 07-08-2021
- Office Locations
- 1
Office Locations
399 Boylston ST 6TH Floor Boston MA
About Evergreen Wealth Management
Evergreen Wealth Management is a Boston-based, fee-only RIA led by CFP® fiduciary Nick Stevens, serving professionals and families—especially those 50+—locally and nationwide via virtual planning. The firm provides flat-fee financial planning and wealth management that integrates investment management, retirement income, and tax strategy, with transparent pricing ($725/month) and no AUM% or product sales.
Team overview
-- AVG AGE
$62.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Summit crest
Client Personas
Vertex
Custodian
Quantum alpha Legacy focus Peak wave Pioneer meridian Catalyst summit Ember ember
Investment Themes
Crest Optima meridian
Investment Vehicles
North crest
Services
Catalyst Atlas Peak north Pioneer quantum Catalyst capital Frontier summit Vertex catalyst
Technology
Eagle Ember Ridge beacon Capital momentum
Owner & Executives
NICHOLAS DANA STEVENS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5147260
- Ownership
- 75% or more
(395) 684-6998
insight.catalyst@beaconcapital.com
in linkedin.com/in/harbor-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,526,433 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,526,433 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,526,433
Public Funds:
24.8% Equity - Exchange:
42.3% U.S. Government/Agency:
32.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,104,103,267 | 24.8% |
| Equity - Exchange | $3,588,853,556 | 42.3% |
| U.S. Government/Agency | $2,791,330,544 | 32.9% |
| Total | $8,484,287,367 | 100.0% |