Locke Paul Bielefeldt
Managing Member And Chief Compliance OfficerEvergreen Wealth Partners LLCCRD 5220747
About Locke Paul Bielefeldt
Locke Paul Bielefeldt is listed as Managing Member And Chief Compliance Officer at Evergreen Wealth Partners LLC in Kalispell, MT. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Evergreen Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Locke Paul Bielefeldt work?
Locke Paul Bielefeldt is listed as Managing Member And Chief Compliance Officer at Evergreen Wealth Partners LLC on SEC Form ADV.
How much of Evergreen Wealth Partners LLC does Locke Paul Bielefeldt own?
Form ADV reports a beneficial ownership band of 50-75%.
Evergreen Wealth Partners LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2025 |