Ever Green Wealth Management, LLC (Pittsford)

Ever Green Wealth Management, LLC is an adviser based in Pittsford. It manages $15.2 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Ever Green Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ever Green Wealth Management: assets under management

The assets under management (AUM) of Ever Green Wealth Management, LLC is $15.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $15.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.79 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 35% of the total AUM. The second-largest asset type is exchange traded securities, which make up 27% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ever Green Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ever Green Wealth Management serves?

The only and largest group of clients of Ever Green Wealth Management is individuals with 41 clients and $15.2 million of assets under management. Among the 3 most similar advisory firms, Ever Green Wealth Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $15.2 million for 41 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Ever Green Wealth Management doesn't advise any private funds.

Careers at Ever Green Wealth Management, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Gary Green	President & cco	1 May 2018	75% - 100%	4899414

Based in Pittsford

The principal office where Ever Green Wealth Management, LLC performs its advisory services is located at 1160 A Pittsford Victor Road, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-727-0736 or by fax 585-486-3943. The normal business hours are 8am - 5pm on Monday - Friday.