← Back to searchVisit website
DEGREEN PRIVATE WEALTH, LLC
CRD 332192 · SEC 801-130724
14301 N 87TH ST, SUITE 117, SCOTTSDALE, AZ, 85260, United States
Phone
440-409-6352
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.8M
Discretionary AUM
$114.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $21.5M |
| High net worth individuals | 42 | $111.3M |
States served
AZ
All web addresses on file
Official SEC filing: View on IAPD