Evergreen Wealth Advisory Group, LLC

Evergreen Wealth Advisory Group, LLC (CRD# 140253) is a financial advisory firm headquartered in San Jose, CA. They manage $60,720,233 in 349 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $173,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Evergreen Wealth Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Yeh
CRD#: 5823866
101 Metro Dr Ste 650, San Jose, CA 95110
93
Wealthminder
score

Jennifer Yeh (CRD# 5823866) is an Investment Advisor Representative working at Evergreen Wealth Advisory Group, LLC in San Jose, CA and has over 5 years of experience in the finance industry.

2
Victor G. Cheng
CRD#: 2810528
101 Metro Dr, Ste 650, San Jose, CA 95110
86
Wealthminder
score

Victor Cheng (CRD# 2810528) is an Investment Advisor Representative working at Evergreen Wealth Advisory Group, LLC in San Jose, CA and has over 19 years of experience in the finance industry. Victor Cheng has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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