Cooper Michael Gross
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cooper M Gross
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
This advisor has not added any videos or posts yet.
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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FOGUTH WEALTH MANAGEMENT, LLC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
Years of Experience
1 years in the financial services industry
Current & Past Employments
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
319 W Grand River Ave, Williamston, MI 48895Phone Number
(517) 655-2118# of Employees
8SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,512AUM (Assets Under Management)
$248,707,109Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
Primary Firm SEC Registration
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Cooper Michael Gross's CRS (Customer Relationship Summary).
Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
