# EVERGREEN WEALTH PARTNERS LLC

EVERGREEN WEALTH PARTNERS LLC of KALISPELL, MT is an SEC-registered investment adviser.

## Registration

- CRD: 335451
- Type: SEC-registered investment adviser
- SEC file number: 801-132887
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335451/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335451/similar
- Related entities: https://search.stillhousedata.com/firm/335451/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335451

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.