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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Evergreen Wealth Partners have?","answer":"Evergreen Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Evergreen Wealth Partners invest in?","answer":"At the end of its last fiscal year, Evergreen Wealth Partners’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Evergreen Wealth Partners?","answer":"Evergreen Wealth Partners is owned through a trust by Evan Harris. 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