Evergreen Private Wealth LLC
● SEC registered since 2023CRD 324777SEC# 801-127283Greenwood Village, CO
Reg. AUM
$264.7M
Employees
4
Accounts
578
Location
Greenwood Village, CO
About Evergreen Private Wealth
Evergreen Private Wealth is a full-service financial planning firm built by family and friends who came together to serve clients differently. It emphasizes building wealth strategies for families rather than acting as a typical investment shop.
Summary based on the firm’s website.
Evergreen Private Wealth LLC assets under management
Evergreen Private Wealth LLC is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2023. It reports $264.7 million in regulatory assets under management and employs 4 people.
Evergreen Private Wealth LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deliberate Impact Inc Control | Owner | 25-50% | 2024 |
| Dustin Kyle Schick Control | Chief Operating Officer/Member | 25-50% | 2023 |
| Elizabeth Manteau | Chief Compliance Officer | Under 5% | 2025 |
| Scott Preston, Inc Control | Member | 25-50% | 2019 |
| Steven Bowes, Inc Control | Member | 25-50% | 2019 |
| Dustin Kyle Schick Control | Owner | Over 75% | 2024 |
| Scott Anthony Preston Control | Managing Member | Over 75% | 2019 |
| Steven Howard Bowes Control | Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Evergreen Private Wealth LLC manage?
Evergreen Private Wealth LLC reports $264.7 million in regulatory assets under management on its Form ADV.
How many employees does Evergreen Private Wealth LLC have?
Evergreen Private Wealth LLC reports 4 employees.
Where is Evergreen Private Wealth LLC located?
Evergreen Private Wealth LLC is based in Greenwood Village, CO and has been SEC-registered since 2023.
Does Evergreen Private Wealth LLC disclose fund performance?
Evergreen Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6161 S Syracuse Way, Ste 240, Greenwood Village, CO 80111 |
| Phone | 720-617-2885 |
| Fax | 720-410-9277 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2010098 |
| Discloses disciplinary history | No |
Regulatory AUM
$264.7M▲ 36%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$264.7Mregulatory AUM
Discretionary $264.7M