Evergreen Wealth Partners LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 335451
- SEC number
- 801-132887
- Firm type
- RIA
- Assets under management
- $405.2M as of Mar 2, 2026
- Website
- willamettewealth.com ↗
- Phone
- 406-862-4400
- Address
- 104 Westview Park Place, Kalispell, MT, 59901
Advisors at this firm
4 in our index · page 1 of 1
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Locke Paul BielefeldtCRD 5220747 · Eugene, ORIA RegisteredRegistration inactive
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Adam Robert CoughlinCRD 7186277 · Eugene, ORIA RegisteredRegistration inactive
-
Evan Alexander HarrisCRD 5942008 · Kalispell, MTIA RegisteredRegistration inactive
-
David Paul MulnixCRD 7264572 · Kalispell, MTIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 335451 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.