EVERGREEN WEALTH ADVISORS

CRD

326535

SEC file #

801-129001

EIN

—

DBA names

—

Economics

AUM

$112.5M

AUM band

$100M-$500M

AUM trajectory

'25 · $107.6M

'26 · $112.5M

'25'26

$107.6M → $112.5M▲ +5%

sec adv history

Client mix

Individuals Other	134
Corporations	14
Individuals High Net Worth	8

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 12 advisors

'26 · 7 advisors

'25'26

12 advisors → 7 advisors▼ -42%

sec adv history

Primary office

RALEIGH NC

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUM

Filings

Latest ADV filing

03/26/2026

ADV-W filed at

—

Website

evergreenmoney.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

EVERGREEN WEALTH CORPORATION

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

EVERGREEN WEALTH CORPORATION

BERGHOLM, PAUL, ALAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

EVERGREENMONEY.COM

Rdap Domain Creation Date

2016-03-22T18:02:44Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3277

Soi Zip Pct 200k Plus

0.156

Soi Zip Returns 200k Plus

2,870

Soi Zip Total AGI

3,073,850

Fdic Zip Total Deposits

156,661,530,000

Fdic Zip Branch Count

696

Fdic Zip Top Banks

First-Citizens Bank & Trust Company

North State Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Apex Clearing	2

adv brochure

Fdic Zip Branches Raw

First-Citizens Bank & Trust CompanyRaleigh, NC

Fdic Zip HHI

4402.21

Fdic Zip Top Bank Share Pct

65.53

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-22T18:02:44Z

Rdap Domain Last Changed

2026-05-15T16:09:06Z

Rdap Nameservers

Ns-1263.awsdns-29.orgNs-1676.awsdns-17.co.ukNs-446.awsdns-55.comNs-522.awsdns-01.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	49,432
Returns	4,080

Stub 2

AGI	139,000
Returns	3,740

Stub 3

AGI	170,985
Returns	2,780

Soi Zip Total Business Income

96,568

Soi Zip Total Cap Gains

478,509

Soi Zip Total Dividends

129,582

Soi Zip Total Returns

18,400

Trust Company Affiliate