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EVERGREEN WEALTH PARTNERS LLC
CRD 335451File 801-132887
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$405.2M
Below cohort median (national)
Discretionary AUM
$400.8M
Non-discretionary $4.5M
Clients
718
1,792 accounts
Employees
9
Above cohort median in MT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 30, 2025
- Principal office
- 104 WESTVIEW PARK PLACE, SUITE 100, KALISPELL, MT, 59901
- Phone
- 406-862-4400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $405.2M
- Discretionary AUM
- $400.8M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 1,775
- Non-discretionary accounts
- 17
- Total accounts
- 1,792
- AUM per client
- $564K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $5.4M |
| Charitable organizations | 5 | $2.2M |
| High net worth individuals | 119 | $224.9M |
| Individuals (other than high net worth individuals) | 589 | $172.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.