EVERGREEN WEALTH MANAGEMENT SERVICES, INC.

SEC file number 801-64740

https://myevergreenonline.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$32.7M

Discretionary AUM

$32.7M

Employees

—

Clients

101

Firm

Address
Phone: —
Website: https://myevergreenonline.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

Possible Form D name matches (not verified)

Enrollment Management Services, LLC Medium name-match confidence · CIK 2070850 · OH

Enrollment Management Services, LLC · D · May 30, 2025

$7.2M