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| Evergreen Wealth Partners LLC
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|---|---|
| CRD # | 335451 |
| SEC # | 801-132887 |
| CIK # | 0002101006 |
| AUM | 405.2 M (2026-03-02) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 406-862-4400 |
| Address | 104 Westview Park Place Kalispell, MT 59901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Visa Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Apple Inc | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| Murphy USA Inc | 1.6 | ||
| Johnson & Johnson | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 172.7 |
| (b) Individuals (high net worth individuals) | 119 | 224.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,792 | 405.2 |
| By Discretionary | ||
| Discretionary | 1,775 | 400.8 |
| Non-Discretionary | 17 | 4.5 |
| Total | 1,792 | 405.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.2 | |
| Total | 1,792 | 405.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002101006] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 40 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kingsmark Private Financial Advisors LLC
✚
|
GA | 406.5 M |
|
Clarity Capital Advisors LLC
✚
|
FL | 406.3 M |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 405.7 M |
|
Northland Securities Inc
✚
|
MN | 405.5 M |
|
Altus Wealth Management LLC
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|
KY | 405.2 M |
|
QP Wealth Management LLC
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|
FL | 405.0 M |
|
Core Wealth Management Inc
✚
|
FL | 404.7 M |
|
Excel Financial LLC
✚
|
MN | 404.5 M |
|
S Harris Financial Group LLC
✚
|
TX | 404.4 M |
|
HFM Investment Advisors LLC
✚
|
NJ | 404.1 M |