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Evergreen Wealth Advisory Group, LLC (San Jose)


Evergreen Wealth Advisory Group, LLC is an adviser based in San Jose. It manages $36.9 million of regulatory assets for 269 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Texas.




Evergreen Wealth Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Evergreen Wealth Advisory Group: assets under management

The assets under management (AUM) of Evergreen Wealth Advisory Group, LLC is $36.9 million. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.03 million in discretionary accounts and $8.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $259.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $55.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Evergreen Wealth Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Jose

The principal office where Evergreen Wealth Advisory Group, LLC performs its advisory services is located at 101 Metro Dr., San Jose, CA 95110, 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 408-715-7881 or by fax 650-352-0014. The normal business hours are 9am - 5pm on Monday - Friday.


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