Evergreen Wealth Management, LLC

Overview

Evergreen Wealth Management, LLC is an SEC registered investment adviser based in Williamston, MI, registered since 2015. It reports $249M in assets under management across 1,512 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$249M

Discretionary

100%

Accounts

1,512

Average account

$164K

Employees

8

Advisory reps

5

Registered since

2015

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• David C Bensch Chief Compliance Officer CRD 5295254
• Stephen Lawrence Hanley Chief Investment Officer, Member CRD 4647573
• Jeffrey Dale Gorsline Ia Representative, Member CRD 3239000

Advisory reps 3 of 5

• Jeffrey D Gorsline Insurance Agent · Investment Adviser Rep CRD 3239000
• Michael D Gorsline Insurance Agent · Investment Adviser Rep CRD 6120741
• Cooper Michael Gross Investment Adviser Rep CRD 8125345

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

319 W Grand River Ave
Williamston, MI 48895

County

Ingham

Metro area

Lansing-East Lansing, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: www.investevergreen.com

Every state, with registration dates

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