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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DeGreen, Sam, Howard | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| DeGreen, Sam, Howard | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| DeGreen, Sam, Howard | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| DeGreen, Sam, Howard | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| DeGreen, Sam, Howard | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| DeGreen, Sam, Howard | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| DeGreen, Sam, Howard | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Mitchell, Robert, Duane | I | OWNER | B |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (1)
AZ
Address
14301 N 87TH STSUITE 117
SCOTTSDALE, AZ 85260
United States
Phone: 480-771-7000