David Paul Mulnix
Investment adviser representative at Evergreen Wealth Partners LLC
11 yearsExperience
1 stateRegistered in
$405.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Evergreen Wealth Partners LLCAug 2025 to now
- LPL Financial, LLCOct 2020 to Aug 2025
- Glacier BankJun 2018 to Oct 2020
- Washington State UniversityAug 2017 to May 2019
- Pacifica NurseriesJan 2015 to Apr 2018
- Bellevue CollegeJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MT).
Evergreen Wealth Partners LLC
$405.2MAssets managed
718Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7264572
- Firm CRD
- 335451