The EVERGREEN WEALTH PARTNERS is a privately held investment adviser that advises $405.22mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EVERGREEN WEALTH PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 1.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 104 WESTVIEW PARK PLACE SUITE 100, KALISPELL, MONTANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 4 investment and 5 non-investment staff. The total number of Employees increased by 12.5% over the last 1-years.
Their $405.22mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $224.9mn or 55.5% of Total Assets and Individuals own $172.71mn or 42.62% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
EVERGREEN WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.