Evergreen Wealth Partners LLC
Evergreen Wealth Partners LLC is an SEC-registered mass-market adviser in Kalispell, MT with $405.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Evergreen Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335451, SEC 801-132887, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $405.2M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Kalispell, MT
- Employees
- 9
- Clients
- 718
- CRD
- 335451
- Ownership
- BIELEFELDT, LOCKE, PAUL; HARRIS, EVAN, ALEXANDER; ESH REVOCABLE TRUST
How much AUM does Evergreen Wealth Partners LLC have?
Evergreen Wealth Partners LLC reported $405.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Evergreen Wealth Partners LLC?
Disclosed owners and executives of Evergreen Wealth Partners LLC include BIELEFELDT, LOCKE, PAUL, HARRIS, EVAN, ALEXANDER, ESH REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.