DEGREEN PRIVATE WEALTH, LLC
CRD #332192 SEC #801-130724 SCOTTSDALE, AZ 480-771-7000
SEC Registered
Total AUM
$100.3M
Discretionary
$100.3M
Employees
1
Clients
0
Accounts
205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $100.3M | $100.3M | $0 | 1 | 0 |
| Dec 2024 | $80.9M | $80.9M | $0 | 1 | 0 |
| Nov 2024 | $80.9M | $80.8M | $100K | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$80.9M
Discretionary$80.9M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$80.9M
Discretionary$80.8M
Non-Disc.$100K
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0