Evergreen Wealth Management Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 313909
· Boston, MA
· evergreenretirementplan.com
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ADV data as of Jan 07, 2026
- Regulatory AUM
- $62.5M
- Discretionary
- $62.5M
- Clients
- 32
- Avg AUM / client
- $2.0M
- Accounts
- 124
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $101K | 0.16% |
| High net worth individuals | 29 | $55.9M | 89.3% |
| Pension and profit sharing plans | 1 | $249K | 0.4% |
| Charitable organizations | 1 | $6.3M | 10.1% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Dana Stevens | Registered representative | CFP | Jul 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $22.0M (35% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗