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Evergreen Wealth Management, LLC
Evergreen Wealth Management, LLC is an SEC-registered investment advisor headquartered in Williamston, MI. Founded in 2023, the firm specializes in serving high-net-worth individuals and those with complex financial lives, including entrepreneurs, business owners, and clients with equity compensation or significant real estate holdings. The firm emphasizes personalized, fiduciary advice with a focus on tax-efficient strategies, aiming to help clients build lasting wealth. As of 2025, Evergreen Wealth Management employs around 7 professionals and manages assets for a diverse range of clients, primarily individuals and families, with a commitment to transparent pricing and dedicated advisory services.
Investment Strategy
Evergreen Wealth Management, LLC provides comprehensive investment management and wealth advisory services, focusing on personalized financial strategies tailored for high-net-worth individuals and those with complex wealth profiles. The firm's approach centers around optimizing after-tax investment returns, constructing diversified portfolios, and integrating intelligent tax-reduction and risk management solutions. Evergreen Wealth prioritizes fiduciary responsibility, transparency, and ongoing client engagement, aiming to improve financial outcomes for its clientele through evidence-based, long-term investment strategies and financial planning.
Latest 13F Filing Activity
Evergreen Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $178M. The fund increased holdings in Disney Walt Co., Amazon Com Inc., Alphabet Inc. among other positions. Evergreen Wealth Management, LLC reduced exposure to J P Morgan Exchange Traded F, Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 7.02% | $12.5M | 61,168 | $164.99 | $204.67 | +$501.9K |
V VTI | VANGUARD INDEX FDS | 6.40% | $11.4M | 37,566 | $233.17 | $303.93 | +$96.0K |
V VYM | VANGUARD WHITEHALL FDS | 5.20% | $9.3M | 69,564 | $109.08 | $133.31 | +$593.6K |
B BLV | VANGUARD BD INDEX FDS | 5.02% | $8.9M | 128,657 | $74.01 | $69.54 | +$1.5M |
A AMZN | AMAZON COM INC | 4.72% | $8.4M | 38,326 | $119.14 | $219.39 | +$2.6M |
Industry Allocation
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