DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Evergreen Wealth Partners LLC

Independent wealth managerKalispell, MontanaCRD 335451SEC 801-132887website IAPD

Latest filing Mar 2, 2026

First filing on the tape Apr 29, 2025 · 3 filings

SEC status approved since May 30, 2025

RAUM

$405M

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

98%

$398M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$101M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

3 filings and snapshots on the tape

RAUM$405M as of Mar 2, 2026

Apr 29, 2025$0 then

HNW client RAUM$225M as of Mar 2, 2026

Nov 19, 2025$183M then

State-registered IARs (5.B.3)4 as of Mar 2, 2026

Apr 29, 20255 then

Employees (5.A)9 as of Mar 2, 2026

Apr 29, 20258 then

Private funds: no history

RAUM n/a over the last fiscal yearIARs 5 to 4

Practice profile

derived from the filing of Mar 2, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $101MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 177derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.9MderivedHNW RAUM over HNW clients
Average account: $226,127derivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.3derivedItem 5.A over advisors
Advisors per office: 2.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween the last two annual amendments
Advisor growth, one year: -20%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, hourlyreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program: $395MreportedItem 5.I
Custody: $198M, 682 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
has custody of client cash or bank accounts (9.A.1.a)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$225M56%
Individuals$173M43%
Corporations and businesses$5.4M1.3%
Charitable organizations$2.2M0.5%

Individual clients: 589reported
HNW clients: 119reported
Pension plan clients: n/areported
Charitable clients: 5reported
Accounts: 1,792reported
Financial planning clients: 0reported
Wrap fee programs: $0 sponsored, $10.4M managedreported
Custody of client assets: $198M for 682 clientsreported
Compensation: % of AUM, hourlyreported
Class basis: private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

4 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Evan Alexander Harris	Kalispell, Mt	Aug 28, 2025	14 y	2
David Paul Mulnix	Kalispell, Mt	Aug 28, 2025	11 y	1
Locke Paul BielefeldtCertified Financial Planner	Kalispell, Mt	Aug 28, 2025	11 y	1
Adam Robert CoughlinCertified Financial Planner	Eugene, Or	Aug 28, 2025	10 y	1

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

Adam Robert Coughlin from LPL Financial LLC
Aug 28, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Evan Alexander Harris from Boone Wealth Advisors, LLC
Aug 28, 2025 · Other
Locke Paul Bielefeldt from LPL Financial LLC
Aug 28, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
David Paul Mulnix from LPL Financial LLC
Aug 28, 2025 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from LPL Financial LLC
Sep 3, 2025 · Albany, Or

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Paul Locke Bielefeldt · Managing Member And Chief Compliance Officercontrol
since 03/2025 · owns 50% to 75%
Alexander Evan Harris · Managing Membercontrol
since 03/2025 · owns less than 5%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Kalispell, Mt · principal	4	0	0
Eugene, Or	2	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

custody status changedChange between filings · filing Mar 2, 2026
custody of client assets (Item 9.A): no on the filing of 2025-11-19, yes on the filing of 2026-03-02
peers: independent wealth managers, $100M to $500M (5,676)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 1,590 to 1,792
Nov 19, 2025 to Mar 2, 2026
Charity clients · unset to 5.0
Nov 19, 2025 to Mar 2, 2026
Corporate clients · unset to 5.0
Nov 19, 2025 to Mar 2, 2026
HNW clients · 110 to 119
Nov 19, 2025 to Mar 2, 2026
Individual clients · 568 to 589
Nov 19, 2025 to Mar 2, 2026
Assets in custody · unset to 198270879.0
Nov 19, 2025 to Mar 2, 2026
Custody of client assets · false to true
Nov 19, 2025 to Mar 2, 2026
Discretionary RAUM · $360M to $401M
Nov 19, 2025 to Mar 2, 2026
HNW RAUM · $183M to $225M
Nov 19, 2025 to Mar 2, 2026
Individual RAUM · $174M to $173M
Nov 19, 2025 to Mar 2, 2026
Non-discretionary RAUM · $0 to $4.5M
Nov 19, 2025 to Mar 2, 2026
RAUM · $360M to $405M
Nov 19, 2025 to Mar 2, 2026
Wrap assets (manager) · $0 to $10.4M
Nov 19, 2025 to Mar 2, 2026
Accounts · 0 to 1,590
Apr 29, 2025 to Nov 19, 2025
Advisory employees · 5 to 4
Apr 29, 2025 to Nov 19, 2025
HNW clients · unset to 110.0
Apr 29, 2025 to Nov 19, 2025
Individual clients · unset to 568.0
Apr 29, 2025 to Nov 19, 2025
Employees · 8 to 9
Apr 29, 2025 to Nov 19, 2025
Financial planning clients · 0 to 0
Apr 29, 2025 to Nov 19, 2025
State-registered IARs · 5 to 4
Apr 29, 2025 to Nov 19, 2025
Discretionary RAUM · $0 to $360M
Apr 29, 2025 to Nov 19, 2025
HNW RAUM · unset to 183099402.0
Apr 29, 2025 to Nov 19, 2025
Individual RAUM · unset to 174011542.0
Apr 29, 2025 to Nov 19, 2025
RAUM · $0 to $360M
Apr 29, 2025 to Nov 19, 2025

Signals

1 dated events

2 advisors left LPL Financial LLC (Albany, OR) for Evergreen Wealth Partners LLC on the same day
Sep 3, 2025 · Team lift-out · derived

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: elly@willamettewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: heather@willamettewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 541-343-1420reportedpublished by the firm, firm site, Sep 15, 2026
Website: willamettewealth.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 406-862-4400reportedpublic record, Form ADV, Mar 2, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $101Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026