EVERGREEN WEALTH PARTNERS LLC
EVERGREEN WEALTH PARTNERS LLC of KALISPELL, MT is an SEC-registered investment adviser (CRD 335451). Regulatory assets under management: $405.2M.
Registration
- CRD: 335451
- SEC file number: 801-132887
- Type: Registered investment adviser
- Location: 104 WESTVIEW PARK PLACE, SUITE 100, KALISPELL, MT, 59901
- Phone: 406-862-4400
- Latest filing: 2026-03-02
- Regulatory AUM: $405.2M
- Discretionary AUM: $400.8M
- Non-discretionary AUM: $4.5M
- Clients: 9
- Accounts: 1,792
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Locke Paul Bielefeldt | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Evan Alexander Harris | MANAGING MEMBER; TRUSTEE | — |
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