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Director of Wealth Management and Owner · Evergreen Capital Management LLC

Jeffrey M. Eulberg

CRD 5749416 · Named on Form ADV at one SEC-registered adviser

At a glance

Evergreen Capital Management LLC, an SEC-registered wealth manager based in Bellevue, WA with $7.2 billion in regulatory assets, lists Jeffrey M. Eulberg on its Form ADV as Director of Wealth Management and Owner, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Tyler B. HayMember/chief Executive Officer, Evergreen Capital Management LLC
  • Michael J. WiesmannCustomer Relationship Manager/member, Evergreen Capital Management LLC
  • Jeffrey W. RazoreBrand Development Manager /member, Evergreen Capital Management LLC
  • Olesya S SinitsaMember, Evergreen Capital Management LLC
  • William W. HayChief Compliance Officer/chief Operating Officer, Evergreen Capital Management LLC

3 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.