Cooper Michael Gross
Investment adviser representative at Evergreen Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$248.7MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Evergreen Wealth Management, LLCMay 2025 to now
- Plante Moran Financial Advisors, LLCMay 2024 to Jul 2024
- Michigan State UniversityAug 2021 to May 2025
- Evergreen Wealth Management, LLCJun 2021 to Aug 2023
- Williamston Community SchoolsJun 2015 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Evergreen Wealth Management, LLC
$248.7MAssets managed
706Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8125345
- Firm CRD
- 174090