EVERGREEN PRIVATE WEALTH
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 324777
- Registered since
- February 17, 2023
- Website
- evergreenprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.27%
- Individuals16.49%
- Charitable Organizations3.21%
- Corporations / Businesses0.03%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Evergreen Private Wealth is a limited liability company that registered with the SEC in 2023 and positions itself as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses plus selection of other advisers among its advisory activities. It does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not describe itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1DUSTIN SCHICK
Chief Operating OfficerCRD 5191424
Contacts
3 of 4Jodie Wilson
Investment Advisor RepresentativeCRD 7719009
SCOTT PRESTON
Managing PartnerCRD 5549500
STEVEN BOWES
Managing PartnerCRD 6283657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$105M in ETFs
90%
$94.3M
10%
$10.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) MSCI EAFE STRATEGICFACTORS(SM) ETF (QEFA) | State Street | Passive | Foreign Large Blend | $10.2M | 109,087 | 9.69% |
Location
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 7400 E Orchard Rd
- Time zone
- MT (UTC-7)
- Office locations
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