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EVERGREEN PRIVATE WEALTH
EVERGREEN PRIVATE WEALTH LLC
CRD 324777 · SEC 801-127283
7400 E ORCHARD RD, STE 2500N, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-617-2885
Fax
720-410-9277
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.7M
Discretionary AUM
$264.7M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $43.6M |
| High net worth individuals | 87 | $212.5M |
| Charitable organizations | 3 | $8.5M |
| Corporations/business entities | 1 | $67K |
States served
AZ, CO, LA, NE, UT, TX
All web addresses on file
Official SEC filing: View on IAPD