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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIELEFELDT, LOCKE, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BIELEFELDT, LOCKE, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BIELEFELDT, LOCKE, PAUL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HARRIS, EVAN, ALEXANDER | I | MANAGING MEMBER | D | Control |
| HARRIS, EVAN, ALEXANDER | I | MANAGING MEMBER | D | Control |
| HARRIS, EVAN, ALEXANDER | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL ID MN MT NH OR TX WA
Address
104 WESTVIEW PARK PLACESUITE 100
KALISPELL, MT 59901
United States
Phone: 406-862-4400