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EVERGREEN WEALTH PARTNERS LLC
CRD 335451 · SEC 801-132887
104 WESTVIEW PARK PLACE, SUITE 100, KALISPELL, MT, 59901, United States
Phone
406-862-4400
Fax
541-343-1415
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$405.2M
Discretionary AUM
$400.8M
Team
9 total employees; 4 advisory reps; 40 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 589 | $172.7M |
| High net worth individuals | 119 | $224.9M |
| Charitable organizations | 5 | $2.2M |
| Corporations/business entities | 5 | $5.4M |
States served
AZ, CA, CO, ID, MN, MT, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD