# Evergreen Wealth Partners LLC

> Evergreen Wealth Partners LLC is an SEC-registered investment advisory firm in Kalispell, MT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 335451
- Filed as: EVERGREEN WEALTH PARTNERS LLC
- Also doing business as: HARRIS FINANCIAL, WILLAMETTE WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kalispell, MT
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335451
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-wealth-partners-llc-kalispell-mt-335451

## Quick answers

**How is Evergreen Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**What does Evergreen Wealth Partners LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Evergreen Wealth Partners LLC located?**
Evergreen Wealth Partners LLC's principal office is in Kalispell, MT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Evergreen Wealth Partners LLC registered with the SEC or a state?**
Evergreen Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335451.

**How much does Evergreen Wealth Partners LLC manage?**
Evergreen Wealth Partners LLC reports $405,219,640 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (99% discretionary).

**How have Evergreen Wealth Partners LLC's assets and staff changed since 2025?**
In the Form ADV data for Evergreen Wealth Partners LLC: Regulatory assets under management: $0 in the October 2025 data and $405,219,640 in the October 2026 data. Total employees: 8 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evergreen Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (589); high net worth individuals (119); charitable organizations (5).

**Which custodians does Evergreen Wealth Partners LLC use?**
Evergreen Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Evergreen Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335451

**Does Evergreen Wealth Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "Evergreen Wealth generally does not impose a minimum relationship size."

**What changed in Evergreen Wealth Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $360,110,990 to $405,219,640 (+13%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Wealth management fees range up to 1.50% annually based on several factors including: the scope and complexity of services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Evergreen Wealth generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $405,219,640
- Discretionary: $400,758,813
- Non-discretionary: $4,460,827

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 589 | $172,710,288 |
| High net worth individuals | 119 | $224,904,117 |
| Charitable organizations | 5 | $2,205,767 |
| Corporations or other businesses not listed above | 5 | $5,399,468 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, ID, MN, MT, NH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Eugene, OR

### Websites listed on Form ADV (Item 1.I)
- harrisfinancialmt.com
- willamettewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 8 | April 29, 2025 |
| October 2026 | $405,219,640 | 9 | March 2, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $405,219,640 in the October 2026 data.
Total employees: 8 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $360,110,990 to $405,219,640 (+13%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $0 to $360,110,990.
- Employees performing advisory functions went from 5 to 4.
- Registered or notice-filed in AZ, CA, CO, FL, ID, MN, NH, TX, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Wealth Partners LLC (CRD 335451): Form ADV filing data as of October 2026.