EVERGREEN WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$405,219,640
Discretionary
$400,758,813
Non-discretionary
$4,460,827
Firm details
- CRD number
- 335451
- SEC file number
- 801-132887
- Main office
- KALISPELL, MT, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://willamettewealth.com/
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.