Evergreen Wealth Management, Llc
- Regulatory AUM
- $249M
- Discretionary
- $249M
- Clients
- 706
- Avg AUM / client
- $352K
- Accounts
- 1,512
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 655 | $147M | 59.3% |
| High net worth individuals | 49 | $101M | 40.7% |
| Charitable organizations | 1 | $71.3K | 0.03% |
| Corporations and other businesses | 1 | $11.8K | 0.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Dale Gorsline | Investment Advisor Representative & Member | Dec 2014 (12y) | 25% – 50% | |
| Stephen Lawrence Hanley | Chief Investment Officer & Member | Dec 2014 (12y) | 25% – 50% | |
| David C Bensch | Chief Compliance Officer | CFP | Jul 2021 (5y) | Less than 5% |
| Michael Duane Gorsline | Registered representative | Jan 2015 (12y) | ||
| Andrew Jonathan Nutter | Registered representative | Jun 2016 (10y) | ||
| Cooper Michael Gross | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
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) | 03/20/2026 | 1.08 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
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Folio Investments, Inc. $236M (95% of AUM) Mar 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: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗