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)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335451 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search