| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Alexander Harris Control | Managing Member | 50-75% | 2025 |
| Locke Paul Bielefeldt Control | Managing Member And Chief Compliance Officer | 50-75% | 2025 |
Evergreen Wealth Partners LLC reports 8 employees.
Evergreen Wealth Partners LLC is based in Kalispell, MT and has been SEC-registered since 2025.
Evergreen Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 104 Westview Park Place, Suite 100, Kalispell, MT 59901 |
| Phone | 406-862-4400 |
| Fax | 541-343-1415 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |