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Building 2EVERGREEN WEALTH MANAGEMENT, LLC

Map pinWILLIAMSTON, MI
Phone(517) 655-2118
NotebookSEC #801-125737
Total AUM
$248.7M
Employees
8
Clients
706

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
319 W GRAND RIVER AVE
WILLIAMSTON
MI 48895
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(517) 655-2118
Other Offices
2

ReceiptFinancials

Total AUM
$248.7M
Accounts
1,512
Discretionary
$248.7M
Accounts
1,512
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
655
AUM
$147.5M
HNW Individual Clients
49
AUM
$101.2M
Charitable Organization Clients
1
AUM
$71.3K
Corporation or Business Clients
1
AUM
$11.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMINCOHTX

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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