Overview
Assets Under Management: $360 million
Headquarters: KALISPELL, MT
High-Net-Worth Clients: 110
Average Client Assets: $2 million
Frequently Asked Questions
EVERGREEN WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335451), EVERGREEN WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
EVERGREEN WEALTH PARTNERS LLC is headquartered in KALISPELL, MT.
EVERGREEN WEALTH PARTNERS LLC serves 110 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, EVERGREEN WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EVERGREEN WEALTH PARTNERS LLC manages $360 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, EVERGREEN WEALTH PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,590
Discretionary Accounts: 1,590
Regulatory Filings
CRD Number: 335451
Filing ID: 2026383
Last Filing Date: 2025-11-19 16:54:19
Website: 1