Wealth Manager
    SEC Registered
    Manages Private Funds

    Evergreen Wealth Partners LLC

    Registered investment advisor · Kalispell, Montana · CRD #335451

    Assets Under Management
    $405M
    Client Accounts
    1,792
    Employees
    9
    CRD Number
    335451
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Evergreen Wealth Partners LLC

    Evergreen Wealth Partners LLC, also known as Harris Financial, offers investment advisory, wealth management, retirement, college, estate, and tax planning services across the United States. They focus on long-term strategies using ETFs, mutual funds, individual stocks, and bonds.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Evergreen Wealth Partners LLC

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    Frequently Asked Questions

    What is Evergreen Wealth Partners LLC's AUM?

    Evergreen Wealth Partners LLC reports approximately $405M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Evergreen Wealth Partners LLC headquartered?

    Evergreen Wealth Partners LLC is headquartered in Kalispell, Montana.

    What is Evergreen Wealth Partners LLC's CRD number?

    Evergreen Wealth Partners LLC's CRD number is 335451. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Evergreen Wealth Partners LLC manage?

    Evergreen Wealth Partners LLC manages approximately 1,792 client accounts according to its latest SEC filing.

    Is Evergreen Wealth Partners LLC SEC registered?

    Yes, Evergreen Wealth Partners LLC is registered with the SEC as an investment adviser with an approved registration status.

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