# Evergreen Wealth Partners

Evergreen Wealth Partners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335451
- **SEC file number:** 801-132887
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335451

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## 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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Last updated: 2026-07-06T01:24:16.122Z

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