RIA Intel›Advisers›Colorado›EVERGREEN WEALTH ADVISORS, LLC

EVERGREEN WEALTH ADVISORS, LLC

Advisory

DURANGO, CO

Data as of Mar 29, 2024 · Source: SEC Form ADV

Rank in CO

#676

of 720 advisers by AUM

Average account

$170K

across 272 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2024.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients140

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

140 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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LUNSFORD FINANCIAL PLANNING, INC.

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NORRIS MICHAEL JOHN

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