Evergreen Wealth Management Services, Inc.

Evergreen Wealth Management Services, Inc. (CRD# 137164) is a financial advisory firm headquartered in Port Ludlow, WA. They manage $43,486,708 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $324,528
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

WA

Financial Advisors at Evergreen Wealth Management Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin J. Warren
CRD#: 4954801
Port Ludlow, WA
96
Wealthminder
score

Benjamin Warren (CRD# 4954801) is an Investment Advisor Representative working at Evergreen Wealth Management Services, Inc. in Port Ludlow, WA and has over 12 years of experience in the finance industry. Benjamin Warren 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.

2
Brian S. Deely
CRD#: 5248430
Port Ludlow, WA
93
Wealthminder
score

Brian Deely (CRD# 5248430) is an Investment Advisor Representative working at Evergreen Wealth Management Services, Inc. in Port Ludlow, WA and has over 11 years of experience in the finance industry.

3
Joseph J. Gates
CRD#: 5488617
Port Ludlow, WA
93
Wealthminder
score

Joseph Gates (CRD# 5488617) is an Investment Advisor Representative working at Evergreen Wealth Management Services, Inc. in Port Ludlow, WA and has over 10 years of experience in the finance industry.

4
Robert B. Pyles
CRD#: 1015689
Port Ludlow, WA
73
Wealthminder
score

Robert Pyles (CRD# 1015689) is an Investment Advisor Representative working at Evergreen Wealth Management Services, Inc. in Port Ludlow, WA and has over 30 years of experience in the finance industry.

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