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 and SEC-registered in 2023. The firm operates as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory work emphasizes portfolio management for individuals and small businesses and the selection of third-party managers. Evergreen charges fees based on a percentage of assets under management and does not self-identify 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
1 of 1
Dustin Schick
Chief Operating OfficerCRD 5191424
Contacts
3 of 4
Jodie 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 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
- 7400 E Orchard Rd
- Time zone
- MT (UTC-7)
- Office locations
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