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 a limited liability company. The firm is SEC-registered (registered in 2023) and positions itself as a capital allocator that provides portfolio management for individuals and small businesses while also selecting third‑party advisers for clients. Its client base includes individuals, families and some institutional relationships, and it charges fees as a percentage of assets under management. Evergreen reports that it does not market itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Dustin Schick
Chief Operating OfficerCRD 5191424
Contacts
3 of 4
Elizabeth Manteau
Senior Compliance AnalystCRD 5146047
Steven Bowes
Managing PartnerCRD 6283657
Scott Preston
Managing PartnerCRD 5549500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$111M in ETFs
94%
$105M
6%
$6.2M
| 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 | $10.7M | 109,830 | 9.60% |
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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