EVERGREEN PRIVATE WEALTH LLC
Legal name: EVERGREEN PRIVATE WEALTH
CRD #324777 SEC #801-127283 GREENWOOD VILLAGE, CO 720-617-2885
SEC Registered
Total AUM
$221M
Discretionary
$221M
Employees
4
Clients
--
Accounts
547
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $221M | $221M | $0 | 4 | 0 |
| Mar 2025 | $221M | $221M | $0 | 4 | 0 |
| Feb 2025 | $195.1M | $195.1M | $0 | 4 | 0 |
| Jul 2024 | $195.1M | $195.1M | $0 | 3 | 0 |
| May 2024 | $195.1M | $195.1M | $0 | 3 | 0 |
| Jan 2024 | $195.1M | $195.1M | $0 | 3 | 0 |
| Jan 2024 | $195.1M | $195.1M | $0 | 3 | 0 |
| Jun 2023 | $149.4M | $149.4M | $0 | 3 | 0 |
| May 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0