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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between November 19, 2025 and March 2, 2026, reported AUM increased 12.5%, from $360.1M to $405.2M.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 4 advisory representatives and 758 clients, or 189.5 clients per representative. That equates to $534.6K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Evergreen Wealth Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Evergreen Wealth Partners LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.