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 organized as a limited liability company. The firm is structured to serve both individual and family clients as well as institutional mandates and identifies itself as a capital allocator that hires external managers. Its fee arrangements include traditional percentage-of-assets charges alongside hourly billing for certain services. Core advisory activities listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Evergreen reports that it is not an active ESG investor. The firm’s SEC registration is recent (registered in 2025). Evergreen describes itself as an adviser that uses third-party managers rather than relying solely on in-house proprietary strategies.