Evergreen Wealth Management provides portfolio management for individuals and small businesses and pension consulting.
Evergreen Wealth Management reports 706 clients. They include 655 individual clients, 49 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($249M across 1,512 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 59% |
| High-net-worth individuals | 7% | 41% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 655 | $147M | 59.3% | $225K |
| High-net-worth individuals | 49 | $101M | 40.7% | $2.06M |
| Charitable organizations | Fewer than 5 | $71.3K | 0.0% | $71.3K |
| Corporations and other businesses | Fewer than 5 | $11.8K | 0.0% | $11.8K |
| Total | 706 | $249M | 100% | — |
- Clients
- 655
- Regulatory AUM
- $147M
- AUM share
- 59.3%
- Avg. per client
- $225K
- Clients
- 49
- Regulatory AUM
- $101M
- AUM share
- 40.7%
- Avg. per client
- $2.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $71.3K
- AUM share
- 0.0%
- Avg. per client
- $71.3K
- Clients
- Fewer than 5
- Regulatory AUM
- $11.8K
- AUM share
- 0.0%
- Avg. per client
- $11.8K
Total
- Clients
- 706
- Regulatory AUM
- $249M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Evergreen Wealth Management charges up to 2.00% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting Services
- Pension consulting fees are negotiable percentages of plan assets that may not exceed 1.00%, billed in advance or in arrears per the plan custodian.
Jeffrey Gorsline owns 25% to 50% of Evergreen Wealth Management. The leadership team of Evergreen Wealth Management includes Chief Investment Officer Stephen Hanley and Chief Compliance Officer David Bensch. It has 8 employees, 5 of them in advisory roles.
Staff
- 8 employees
- 5 in advisory functions
- 6 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Evergreen Wealth Management, LLC
Jeffrey Gorsline
Control person · since December 2014
- Owns 25% to 50% of Evergreen Wealth Management, LLC
Stephen Hanley
Control person · since December 2014
Evergreen Wealth Management’s regulatory assets grew 2.1× from $119M (June 2022) to $249M (March 2026); clients rose from 417 to 706 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $249M | 706 | 8 | 3 |
| Mar 2025March 2025 | $211M | 681 | 7 | 3 |
| Mar 2024March 2024 | $175M | 639 | 7 | 3 |
| Mar 2023March 2023 | $143M | 582 | 7 | 3 |
| Jun 2022June 2022 | $119M | 417 | 7 | 3 |
Besides its headquarters, Evergreen Wealth Management has 2 offices, with 3 listed addresses across 2 states.
Michigan · 2 listed addresses
- 319 W Grand River Ave, WilliamstonHQ
- 1288 West Grand River Ave, Williamston
Ohio · 1 listed address
- 27121 Oakmead DR., Perrysburg
Contact and registration details
- Legal name
- Evergreen Wealth Management, LLC
- Headquarters
- 319 W Grand River Ave, Williamston, MI 48895
- Website
- investevergreen.com
- Phone
- 517-655-2118
- SEC file
- 801-125737
- Structure
- Michigan LLC
- Fiscal year end
- December
Evergreen Wealth Management’s named custodian for separately managed accounts is Folio Investments ($236M). Evergreen Wealth Management does not have custody of client assets.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $236M100%
At year end, Evergreen Wealth Management’s separately managed accounts were mostly in stocks (51%) and funds (48%). Its reported 13F holdings for the quarter ended 30 June 2026 total $213M across 55 positions; the largest are Vanguard Specialized Funds (7.7%), Vanguard Whitehall Fds (5.4%) and Vanguard BD Index Fds (5.2%).
What the accounts hold
- Stocks51%
- Funds48%
- Cash2%
How many clients does Evergreen Wealth Management have?
Evergreen Wealth Management has 706 clients and manages $249 million for them, as of March 2026. They include 655 individual clients, 49 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Evergreen Wealth Management offer?
Evergreen Wealth Management provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Evergreen Wealth Management charge?
Evergreen Wealth Management charges up to 2.00% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: ADV PART 2A-EVERGREEN WEALTH MANAGEMENT, filed 20 March 2026
Which custodians does Evergreen Wealth Management use?
Evergreen Wealth Management’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $236M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Evergreen Wealth Management have?
Evergreen Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Evergreen Wealth Management invest in?
At the end of its last fiscal year, Evergreen Wealth Management’s separately managed accounts held 51% exchange-traded equities, 48% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evergreen Wealth Management?
Evergreen Wealth Management’s direct owners are Jeffrey Gorsline and Stephen Hanley, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Evergreen Wealth Management get paid?
Evergreen Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Evergreen Wealth Management?
Evergreen Wealth Management’s main office is at 319 W Grand River Ave, Williamston, MI 48895. Its phone number is 517-655-2118. Its website is investevergreen.com.