Evergreen Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Evergreen Wealth Partners reports 718 clients. They include 589 individual clients, 119 high-net-worth individuals and 5 charitable organizations. Of its assets, 98.9% ($401M across 1,775 accounts) are managed with discretion; $4.46M across 17 accounts are not. A wrap fee program the firm both sponsors and manages holds $405M. It advised 40 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 43% |
| High-net-worth individuals | 17% | 56% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 589 | $173M | 42.6% | $293K |
| High-net-worth individuals | 119 | $225M | 55.5% | $1.89M |
| Charitable organizations | 5 | $2.21M | 0.5% | $441K |
| Corporations and other businesses | 5 | $5.4M | 1.3% | $1.08M |
| Total | 718 | $405M | 100% | $564K |
- Clients
- 589
- Regulatory AUM
- $173M
- AUM share
- 42.6%
- Avg. per client
- $293K
- Clients
- 119
- Regulatory AUM
- $225M
- AUM share
- 55.5%
- Avg. per client
- $1.89M
- Clients
- 5
- Regulatory AUM
- $2.21M
- AUM share
- 0.5%
- Avg. per client
- $441K
- Clients
- 5
- Regulatory AUM
- $5.4M
- AUM share
- 1.3%
- Avg. per client
- $1.08M
Total
- Clients
- 718
- Regulatory AUM
- $405M
- AUM share
- 100%
- Avg. per client
- $564K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 40
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Evergreen Wealth Partners charges up to 1.50% a year for its Wealth management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement plan advisory services
- Annual asset-based fee of up to 1.00% for retirement plan advisory services, negotiable by plan size and complexity.
- Stand-alone financial planning
- Hourly fee of $350, negotiable; up to 50% of the expected total fee may be invoiced at signing.
Locke Bielefeldt owns 50% to 75% of Evergreen Wealth Partners. The leadership team of Evergreen Wealth Partners includes Chief Compliance Officer Locke Bielefeldt. It has 9 employees, 4 of them in advisory roles.
Leadership
- Locke BielefeldtManaging Member and Chief Compliance Officer
- Evan HarrisManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Locke Paul Bielefeldt
- Adam Robert Coughlin
- Evan Alexander Harris
- Elizabeth Michaela Kombrink
- David Paul Mulnix
Staff
- 9 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Evergreen Wealth Partners LLC
Locke Bielefeldt
Control person · since March 2025
- Owns 50% to 75% of Evergreen Wealth Partners LLC
Esh Revocable Trust
Control person · since February 2026
- Owns 50% to 75% of Esh Revocable Trust
Evan Harris
Control person · since February 2026
Evergreen Wealth Partners’ regulatory assets grew Infinity× from $0 (April 2025) to $405M (March 2026); employees rose from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $405M | 718 | 9 | 2 |
| April 2025 | $0 | 0 | 8 | 2 |
Besides its headquarters, Evergreen Wealth Partners has 1 office, with 2 listed addresses in Montana and Oregon.
Montana · 1 listed address
- 104 Westview Park Place, Suite 100, KalispellHQ
Oregon · 1 listed address
- 895 Country Club RD, Eugene
Other business names
Evergreen Wealth Partners has reported 2 other business names to the SEC.
- Harris Financial
- Willamette Wealth Partners
Contact and registration details
- Legal name
- Evergreen Wealth Partners LLC
- Headquarters
- 104 Westview Park Place, Suite 100, Kalispell, MT 59901
- Website
- willamettewealth.com
- Phone
- 406-862-4400
- SEC file
- 801-132887
- Structure
- Delaware LLC
- Fiscal year end
- December
Evergreen Wealth Partners uses LPL Financial ($39.5M) as custodian for its separately managed accounts. Evergreen Wealth Partners has custody of $198M in client assets for 682 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $39.5M100%
At year end, Evergreen Wealth Partners’ separately managed accounts were mostly in funds (65%) and stocks (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $167M across 89 positions; the largest are Vanguard Scottsdale Fds (13.5%), SPDR Series Trust (11.2%) and Capital Group Dividend Value (8.6%).
What the accounts hold
- Stocks33%
- Funds65%
- Cash2%
Reported 13F holdings
- $167M
- Reported 13F value
- 89
- Positions
- 57.5%
- In the 10 largest
- +27.3%
- Value vs. prior quarter
- Vanguard Scottsdale Fds · Vng Rus1000grw13.5%
- SPDR Series Trust · ST Inter BD ETF11.2%
- Capital Group Dividend Value · Shs Creat Unit8.6%
- SPDR Series Trust · ST Inter ETF6.8%
- J P Morgan Exchange Traded F · Equity Focus ETF3.9%
- iShares TR · Core S&P500 ETF3.2%
- J P Morgan Exchange Traded F · Active Bond ETF3.1%
- iShares TR · Rus 1000 Grw ETF2.6%
- Dimensional ETF Trust · Internatnal Val2.4%
- Blackrock ETF Trust II · Shor Dura HI ETF2.2%
Together, the ten largest are 57.5% of reported value.
How many clients does Evergreen Wealth Partners have?
Evergreen Wealth Partners has 718 clients and manages $405 million for them, as of March 2026. They include 589 individual clients, 119 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Evergreen Wealth Partners offer?
Evergreen Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Evergreen Wealth Partners charge?
Evergreen Wealth Partners charges up to 1.50% a year for its Wealth management. The fee is billed in advance and is negotiable.
Source: EVERGREEN WEALTH DISCLOSURE BROCHURE, filed 2 March 2026
Which custodians does Evergreen Wealth Partners use?
Evergreen Wealth Partners’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $39.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Evergreen Wealth Partners have?
Evergreen Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Evergreen Wealth Partners invest in?
At the end of its last fiscal year, Evergreen Wealth Partners’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evergreen Wealth Partners?
Evergreen Wealth Partners is owned through a trust by Evan Harris. Its direct owners are Locke Bielefeldt (50% to 75%) and Esh Revocable Trust (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Evergreen Wealth Partners get paid?
Evergreen Wealth Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Evergreen Wealth Partners registered with the SEC?
Yes, Evergreen Wealth Partners has been registered with the SEC as an investment adviser since 30 May 2025. Its CRD number is 335451 and its SEC file number is 801-132887.
Source: Form ADV Part 1A, Item 1, filed 2 March 2026; IAPD firm record
How do I contact Evergreen Wealth Partners?
Evergreen Wealth Partners’ main office is at 104 Westview Park Place, Suite 100, Kalispell, MT 59901. Its phone number is 406-862-4400. Its website is willamettewealth.com.