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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 05-30-2025
- Office Locations
- 2
Office Locations
About Evergreen Wealth Partners LLC
Willamette Wealth Partners is an independent, locally owned financial planning and investment management firm in Eugene, Oregon, focused on retirement planning and ongoing portfolio management. The team (CFP professionals) works with retirees and working professionals pursuing a work-optional lifestyle, providing investment management, retirement income planning, and coordinated estate and tax-planning strategies (in collaboration with clients’ attorneys/CPAs). Advisory services are delivered through Evergreen Wealth Partners LLC; lead advisor Locke Bielefeldt has Forbes Best-in-State recognition (2023-2024).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LOCKE PAUL BIELEFELDT
Chief Compliance Officer, Managing Member
- CRD
- #5220747
- Ownership
- 50% but less than 75%
EVAN ALEXANDER HARRIS
Managing Member
- CRD
- #5942008
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Adam Robert Coughlin
--
- CRD
- #7186277
DAVID PAUL MULNIX
--
- CRD
- #7264572
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $400,758,813 | $225,780 |
| Non-Discretionary | $4,460,827 | $262,402 |
| Total | $405,219,640 | $226,127 |
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Separately Managed Accounts
Total SMA Asset: $405,219,640
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $340,269,222 | 21.9% |
| Equity - Exchange | $407,080,074 | 26.2% |
| Cash | $806,391,446 | 51.9% |
| Total | $1,553,740,742 | 100.0% |