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EVERGREEN WEALTH PARTNERS LLC

KALISPELL, MT · CRD 335451 · IAPD ↗ · willamettewealth.com · 406-862-4400

$405.2MRegulatory AUM
4Advisory reps
9Employees
40Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — EVERGREEN WEALTH PARTNERS LLC now reports custody of client assets ($198.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
December 2025 — EVERGREEN WEALTH PARTNERS LLC notice-filed in AZ, CA, CO, FL, ID, MN, NH, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — EVERGREEN WEALTH PARTNERS LLC (KALISPELL, MT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.