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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHICK, DUSTIN, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| SCOTT PRESTON, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| STEVEN BOWES, INC | DE | MEMBER | D | Control |
| DELIBERATE IMPACT INC | DE | OWNER | C | Control |
| DELIBERATE IMPACT INC | DE | OWNER | C | Control |
| DELIBERATE IMPACT INC | DE | OWNER | C | Control |
| DELIBERATE IMPACT INC | DE | OWNER | C | Control |
| DELIBERATE IMPACT INC | DE | OWNER | C | Control |
| DELIBERATE IMPACT INC | DE | OWNER | C | Control |
| SCOTT PRESTON, INC | DE | MEMBER | C | Control |
| SCOTT PRESTON, INC | DE | MEMBER | C | Control |
| SCOTT PRESTON, INC | DE | MEMBER | C | Control |
| SCOTT PRESTON, INC | DE | MEMBER | C | Control |
| SCOTT PRESTON, INC | DE | MEMBER | C | Control |
| SCOTT PRESTON, INC | DE | MEMBER | C | Control |
| STEVEN BOWES, INC | DE | MEMBER | C | Control |
| STEVEN BOWES, INC | DE | MEMBER | C | Control |
| STEVEN BOWES, INC | DE | MEMBER | C | Control |
| STEVEN BOWES, INC | DE | MEMBER | C | Control |
| STEVEN BOWES, INC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHICK, DUSTIN, KYLE | I | DELIBERATE IMPACT INC | F | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| BOWES, STEVEN, HOWARD | I | STEVEN BOWES, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| PRESTON, SCOTT, ANTHONY | I | SCOTT PRESTON, INC | E | Control |
| SCHICK, DUSTIN, KYLE | I | DELIBERATE IMPACT INC | E | Control |
| SCHICK, DUSTIN, KYLE | I | DELIBERATE IMPACT INC | E | Control |
Registrations
Federal
IA
Jul 14, 2025 REGISTERED
Notice Filings (6)
AZ CO LA NE TX UT
Address
7400 E ORCHARD RDSTE 2500N
GREENWOOD VILLAGE, CO 80111
United States
Phone: 720-617-2885