DEGREEN PRIVATE WEALTH, LLC

Overview

Degreen Private Wealth, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm runs a fee model that combines a percentage-of-AUM schedule with fixed-fee engagements and provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Degreen operates as a capital allocator: it constructs portfolios using both in-house managed exposures and allocations to outside managers when appropriate. The firm favors equity-oriented allocations and does not position itself as an active ESG investor. Its emphasis is on tailored wealth-management relationships rather than institutional pension consulting or multi‑state marketing. Because Degreen offers selection of other advisers, expect use of separately managed accounts and third‑party fund managers as part of broader client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices