Allocator Index · CRD 335451
EVERGREEN WEALTH PARTNERS LLC
Kalispell, MT · 406-862-4400 · willamettewealth.com/
Fit score
46
- aum $250M-$3.0B+22
- hnw>=75+16
- employees 3-60+8
HNW clients
119
Other individuals
589
HNW assets
$224.9M
Total AUM
$405.2M
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.