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Locke Paul Bielefeldt

Managing Member And Chief Compliance OfficerEvergreen Wealth Partners LLCCRD 5220747

About Locke Paul Bielefeldt

Locke Paul Bielefeldt is listed as Managing Member And Chief Compliance Officer at Evergreen Wealth Partners LLC in Kalispell, MT. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Evergreen Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Locke Paul Bielefeldt work?

Locke Paul Bielefeldt is listed as Managing Member And Chief Compliance Officer at Evergreen Wealth Partners LLC on SEC Form ADV.

How much of Evergreen Wealth Partners LLC does Locke Paul Bielefeldt own?

Form ADV reports a beneficial ownership band of 50-75%.

Evergreen Wealth Partners LLC

TitleManaging Member And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2025
View Evergreen Wealth Partners LLC →