Evergreen Private Wealth
Evergreen Private Wealth is an SEC-registered wealth manager in Greenwood Village, CO with $264.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Evergreen Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324777, SEC 801-127283, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $264.7M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 4
- Clients
- 170
- CRD
- 324777
- Ownership
- SCOTT PRESTON, INC; DELIBERATE IMPACT INC; BOWES, STEVEN, HOWARD; SCHICK, DUSTIN, KYLE; STEVEN BOWES, INC
How much AUM does Evergreen Private Wealth have?
Evergreen Private Wealth reported $264.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Evergreen Private Wealth?
Disclosed owners and executives of Evergreen Private Wealth include SCOTT PRESTON, INC, DELIBERATE IMPACT INC, BOWES, STEVEN, HOWARD, SCHICK, DUSTIN, KYLE, STEVEN BOWES, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.