EVERGREEN WEALTH PARTNERS LLC

RIASEC RegisteredEst. 2025

Total AUM

$405M

Discretionary

$401M

99% of AUM

Avg account

$226K

Accounts

1,792

Employees

Advisory reps

Firm details

Headquarters: KALISPELL, Montana
CRD number: 335451
Registered since: May 30, 2025
Website: www.harrisfinancialmt.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI55.5%
Individuals42.62%
Corporations / Businesses1.33%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Evergreen Wealth Partners LLC is an independent registered investment adviser that presents itself as a capital allocator for both individuals/families and institutional clients. The firm lists financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its advisory services. It charges fees that include a percentage of assets under management and hourly fees. The firm does not describe itself as an active ESG investor, and it reports being registered with the SEC in 2025. Evergreen identifies as a Limited Liability Company with ownership described as a mix of a domestic entity and individual ownership. The firm’s practice model blends discretionary portfolio management with some non-discretionary relationships and use of external managers, indicating a hybrid approach to delivering advice and implementing client solutions.