9AT: EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS

EVERGREEN MONEY ADVISORS

Adviser Profile

As of Date	09/16/2026
Registration	SEC, Approved, 11/08/2023
Other registrations (1)	SEC, 120-Day Approval, 11/08/2023
ADV Location	RALEIGH, NC, United States
Contact Info	888 xxxxxxx
Websites

AUM^*	112,481,709 2%
of that, discretionary	112,481,709 2%
Number of Employees	18 13%
of those in investment advisory functions	7 -56%
Private Fund GAV^*	0
Avg Account Size	315,075 112%
% High Net Worth	5.13% 795%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

112M 96M 80M 64M 48M 32M 16M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name EISNERAMPER LLP	Filing Date01/28/2026	Form ADV-E View Report
Accounting Firm Name EISNERAMPER LLP	Filing Date10/23/2024	Form ADV-E View Report

Brochure Summary

Overview

A. Description of the Advisory Firm Evergreen Money Advisors (“the Advisor” or “the Company”) is a Delaware corporation formed in 2023. The Company is a wholly owned subsidiary of Evergreen Money Corporation. Evergreen Money Corporation provides banking services through its sponsor bank, Coastal Community Bank. The Company was formed to provide investment advisory services focused on the management of individual investment accounts. The Company also provides short- term cash management and credit management advice with respect to funds held or credit extended by banking and brokerage partners. B. Types of Advisory Services The Advisor provides two types of advisory services to advisory clients (each a “Client” and collectively the “Clients”): “Investment Accounts” and “Treasuries Accounts” (collectively, “Accounts”). Investment Accounts will be invested in a portfolio consisting primarily of individual securities (including publicly traded stocks, bonds, exchange traded funds and government securities) owned directly by the Client and recommended by the Company based on the Client’s response to online investment questionnaires and other communications from the Client. Treasuries Accounts include a checking account (“Evergreen Bank Account”) offered by Evergreen Money Corporation through its bank

sponsor, Coastal Community Bank, where the Company will direct the purchase and sale of U.S. treasury securities as a cash management program for Clients. C. Client Tailored Services and Client Imposed Restrictions Advisory services are tailored to achieve the Clients’ investment objectives. Upon intake, the Client will complete a suitability questionnaire which prompts investment into the corresponding investment model. D. Wrap Fee Programs The Advisor does offer wrap fee programs. Clients participating in both programs will pay a “Wrap Fee,” meaning that Clients will pay one fee to the Advisor which will encompass both the investment management services provided by the Advisor and the brokerage and transaction costs associated with the purchase and sale of securities in the Accounts. The Wrap Fee will be calculated as a percentage of the assets under management in the Client’s Accounts (Assets Under Management or “AUM”), which the percentage will differ based upon the type of assets, the size of the Client’s relationship, and/or any promotional or negotiated reductions. The associated fees of the wrap fee program are detailed below in Item 5. E. Amounts Under Management As of March 4, 2024, Evergreen has approximately $102,763,142 of assets under management on a discretionary basis.

EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS

EVERGREEN MONEY ADVISORS

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Brochure Summary

Overview

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EVERGREEN WEALTH ADVISORS EVERGREEN WEALTH ADVISORS EVERGREEN MONEY ADVISORS

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Brochure Summary

Overview

EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS

EVERGREEN MONEY ADVISORS