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EVERGREEN PRIVATE WEALTH LLC
EVERGREEN PRIVATE WEALTH LLC
EVERGREEN PRIVATE WEALTH
GREENWOOD VILLAGE, Colorado
·
3 registered advisors
·
CRD# 324777
SEC# 801-127283
1
720-617-2885
01
Firm Overview
AUM
$195M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at EVERGREEN PRIVATE WEALTH LLC
3 registered advisors
Dustin Kyle Schick
GREENWOOD VILLAGE, Colorado
CRD# 5191424
Scott Anthony Preston
GREENWOOD VILLAGE, Colorado
CRD# 5549500
Steven Howard Bowes
GREENWOOD VILLAGE, Colorado
CRD# 6283657
05
Office Locations
GREENWOOD VILLAGE, Colorado
3 advisors
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Data sourced from SEC Form ADV filings. EVERGREEN PRIVATE WEALTH LLC (CRD# 324777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.