Evergreen Private Wealth

Evergreen Private Wealth (CRD# 324777) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $195,129,187 in 514 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
7400 E Orchard Rd, Ste 2500n, Greenwood Village, CO 80111
https://evergreenprivatewealth.com/
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $379,629
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, LA, NE, TX, UT

Financial Advisors at Evergreen Private Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Steven Bowes, financial advisor Greenwood Village CO
Steven H. Bowes
CRD#: 6283657
7400 E Orchard Rd, Ste 2500n, Greenwood Village, CO 80111

Steven Bowes (CRD# 6283657) is an Investment Advisor Representative working at Evergreen Private Wealth in Greenwood Village, CO and has over 10 years of experience in the finance industry.

2
Scott Preston, financial advisor Greenwood Village CO
Scott A. Preston
CRD#: 5549500
7400 E Orchard Rd, Ste 2500n, Greenwood Village, CO 80111

Scott Preston (CRD# 5549500) is an Investment Advisor Representative working at Evergreen Private Wealth in Greenwood Village, CO and has over 15 years of experience in the finance industry.

3
Dustin Schick, financial advisor Greenwood Village CO
Dustin K. Schick
CRD#: 5191424
7400 E Orchard Rd, Ste 2500n, Greenwood Village, CO 80111

Dustin Schick (CRD# 5191424) is an Investment Advisor Representative working at Evergreen Private Wealth in Greenwood Village, CO and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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