Investment adviser · CRD 324777
EVERGREEN PRIVATE WEALTH
Investment adviser filing (IA)
EVERGREEN PRIVATE WEALTH LLC
GREENWOOD VILLAGE, CO, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $265M Form ADV · Item 5.F
- Client accounts
- 578 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 87 | $212,504,417 | 80.3% |
| Individuals | 79 | $43,649,740 | 16.5% |
| Charities | Fewer than 5 | $8,504,444 | 3.2% |
| Corporations & businesses | Fewer than 5 | $66,859 | 0.0% |
Filing source
Form ADV 2054613 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
7400 E ORCHARD RD, STE 2500NGREENWOOD VILLAGE, CO, 80111, United States
CRD 324777
Filing source
Form ADV 2054613 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.