DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

EVERGREEN WEALTH MANAGEMENT SERVICES, INC.

CRD 137164

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:ee518ab4-1aa8-7f50-de42-4c831d7990af

Data as of May 31, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 3, 2012 to May 31, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $32.7MItem 5.F on the latest filing (2012-05-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $32.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 137
SEC number: 801-64740
CRD: 137164
Filings on the tape: 3
First filed: Feb 3, 2012
Latest filed: May 31, 2012
Organised: Corporation, Washington

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PYLES, ROBERT, BRUCE	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	09/2005	Feb 3, 2012	May 31, 2012
RYAN, VERONICA, M.	VICE-CHAIRMAN, SECRETARY, AND VICE PRESIDENT	B	yes	04/2006	Feb 3, 2012	May 31, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Feb 3, 2012	$32.7M	$32.7M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$32.7M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CLEAR CREEK FINANCIAL MANAGEMENT, LLC	2	May 22, 2018	Sep 22, 2017	MILL CREEK, WA	Team lift out	Other	66.7%

Relationships

Controls (2)

← PYLES, ROBERT, BRUCEOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 3, 2012 to presentfactForm ADV
← RYAN, VERONICA, M.OwnerVICE-CHAIRMAN, SECRETARY, AND VICE PRESIDENT, ownership code B, individual
Feb 3, 2012 to presentfactForm ADV

Registered with (3)

← BENJAMIN JAMES WARRENAdvisorregistration: previous registration
Feb 22, 2017 to May 22, 2018factForm ADV
← BRIAN SUMNER DEELYAdvisorregistration: previous registration
Feb 22, 2017 to May 22, 2018factForm ADV
← JOSEPH JOHN GATESAdvisorregistration: previous registration
Feb 22, 2017 to May 22, 2018factForm ADV

Moved with (1)

→ CLEAR CREEK FINANCIAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
May 22, 2018 to Sep 22, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee518ab4-1aa8-7f50-de42-4c831d7990af
First observed: Feb 3, 2012
Last observed: May 31, 2012 174 months ago
Source families: Federal regulator filings
3 registered feeds 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.

EVERGREEN WEALTH MANAGEMENT SERVICES, INC.

CRD 137164

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:ee518ab4-1aa8-7f50-de42-4c831d7990af

Data as of May 31, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PYLES, ROBERT, BRUCE

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

09/2005

Feb 3, 2012

May 31, 2012

RYAN, VERONICA, M.

VICE-CHAIRMAN, SECRETARY, AND VICE PRESIDENT

yes

04/2006

Feb 3, 2012

May 31, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Feb 3, 2012

$32.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$32.7M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

May 22, 2018

Sep 22, 2017

MILL CREEK, WA

Team lift out

Other

66.7%