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Evergreen Wealth Partners
Evergreen Wealth Partners LLC is an SEC-registered investment adviser in Kalispell, MT, registered since 2025. The firm manages $405 million in assets, with...
Overview
Evergreen Wealth Partners LLC is an SEC-registered investment adviser in Kalispell, MT, registered since 2025. The firm manages $405 million in assets, with $401 million on a discretionary basis. It has 9 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Evergreen Wealth Partners?
No named principals or investment committee members are publicly identified for Evergreen Wealth Partners. The firm's leadership structure remains undisclosed in available public records.
How does Evergreen Wealth Partners source proprietary deal flow?
No proprietary deal sourcing methods have been publicly described by Evergreen Wealth Partners. Without disclosed investment transactions or co-investment partnerships, the firm's sourcing model is unknown.
Does Evergreen Wealth Partners participate in fund commitments or only direct deals?
No public information details whether Evergreen Wealth Partners makes fund commitments or direct investments. The firm's investment approach is not documented in available sources.
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