EVERGREEN WEALTH PARTNERS LLC
CRD #335451 SEC #801-132887 KALISPELL, MT 406-862-4400
SEC Registered
Total AUM
$360.1M
Discretionary
$360.1M
Employees
9
Clients
0
Accounts
1,590
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $360.1M | $360.1M | $0 | 9 | 0 |
| Sep 2025 | $360.1M | $360.1M | $0 | 9 | 0 |
| Apr 2025 | $0 | $0 | $0 | 8 | 0 |
DateNov 2025
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees9
Clients0
DateSep 2025
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees9
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0