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RIA / WealthAdvisor43 years in industry

MICHAEL JAY WIESMANN

Advisor at EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9f12da2-1a76-9abb-c47b-c8110a81738f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Dec 7, 1993 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Jay Wiesmann

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERGREEN CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 23, 1983
First registration: Dec 7, 1993
Dual registered: no
Other names: MICHAEL J WIESMANN
IAPD individual key: 1063641

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERGREEN CAPITAL MANAGEMENT LLC	Independent wealth	May 11, 2005	n/a	yes	BELLEVUE, WA	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 7, 1993	May 26, 2005	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	EVERGREEN CAPITAL MANAGEMENT LLC	May 26, 2005	May 11, 2005	-15	Firm change	Other

Relationships

Registered with (2)

→ EVERGREEN CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
May 11, 2005 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 7, 1993 to May 26, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9f12da2-1a76-9abb-c47b-c8110a81738f
First observed: Dec 7, 1993
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL JAY WIESMANN

Advisor at EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9f12da2-1a76-9abb-c47b-c8110a81738f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EVERGREEN CAPITAL MANAGEMENT LLC

Independent wealth

May 11, 2005

n/a

yes

BELLEVUE, WA

Current employment

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Dec 7, 1993

May 26, 2005

SEATTLE, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CITIGROUP GLOBAL MARKETS INC.

EVERGREEN CAPITAL MANAGEMENT LLC

May 26, 2005

May 11, 2005

-15

Firm change

Other