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 an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and identifies as a capital allocator that serves both individual/family and institutional clients. Its primary fee model is a percentage of assets under management. Advisory services focus on portfolio management for individuals and small business owners and on selecting third‑party managers for client solutions. Evergreen does not present itself as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$108M in ETFs
95%
$102M
6%
$5.9M
| 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 | $10.9M | 111,493 | 10.07% |
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
- 6161 S Syracuse Way
- Time zone
- MT (UTC-7)
- Office locations
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