Cooper M. Gross

EVERGREEN WEALTH MANAGEMENT

WILLIAMSTON, MI 48895

CRD#: 8125345

Some features on this profile are disabled

Professional summary

Cooper Michael Gross, who also goes by Cooper M Gross, is a registered financial advisor currently at EVERGREEN WEALTH MANAGEMENT, LLC located in Williamston, Michigan.

Cooper is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cooper has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Cooper M Gross

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cooper Michael Gross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2025 - Present

EVERGREEN WEALTH MANAGEMENT, LLC

Office #1: 319 W Grand River Ave, Williamston, MI 48895

RIA

CRD#: 174090

WILLIAMSTON, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERGREEN WEALTH MANAGEMENT, LLC

EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC

CRD#: 174090 / SEC#: 801-125737

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Michigan

Registered Investment Advisory firm - (6/30/2022 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/2025

Uniform Investment Adviser Law Examination

Current Firm

EVERGREEN WEALTH MANAGEMENT, LLC

EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC

CRD#: 174090 / SEC#: 801-125737

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Michigan

Registered Investment Advisory firm - (6/30/2022 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

319 W Grand River Ave, Williamston, MI 48895

Mailing Address

Phone number

(517) 655-2118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-EVERGREEN WEALTH MANAGEMENT (3/20/2026)

Regulatory assets under management

Total Number of Accounts	1,512
AUM (Assets Under Management)	$ 248,707,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

George Mauser

ATLAS INVESTMENT ADVISORS

IAR

ALPHARETTA, GA

Stephen Cutillo

PARK AVENUE SECURITIES LLC

IAR

Kahului, HI

Eric Dupre

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cooper M. Gross

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cooper Michael Gross's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERGREEN WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

EVERGREEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2025

Current Firm

EVERGREEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERGREEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors