Evergreen Wealth Partners LLC
● SEC registered since 2025CRD 335451SEC# 801-132887Kalispell, MT
Reg. AUM
$405.2M
Employees
9
Accounts
1,792
Location
Kalispell, MT
Evergreen Wealth Partners LLC assets under management
Evergreen Wealth Partners LLC is a registered investment adviser overseen by the SEC based in Kalispell, MT. The firm has been registered since 2025. It reports $405.2 million in regulatory assets under management and employs 9 people.
Evergreen Wealth Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Esh Revocable Trust Control | Trust | 50-75% | 2026 |
| Evan Alexander Harris Control | Managing Member | Under 5% | 2025 |
| Locke Paul Bielefeldt Control | Managing Member And Chief Compliance Officer | 50-75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Evergreen Wealth Partners LLC manage?
Evergreen Wealth Partners LLC reports $405.2 million in regulatory assets under management on its Form ADV.
How many employees does Evergreen Wealth Partners LLC have?
Evergreen Wealth Partners LLC reports 9 employees.
Where is Evergreen Wealth Partners LLC located?
Evergreen Wealth Partners LLC is based in Kalispell, MT and has been SEC-registered since 2025.
Does Evergreen Wealth Partners LLC disclose fund performance?
Evergreen Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 104 Westview Park Place, Suite 100, Kalispell, MT 59901 |
| Phone | 406-862-4400 |
| Fax | 541-343-1415 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$405.2M▲ 13%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$405.2Mregulatory AUM
Discretionary $400.8MNon-discretionary $4.5M