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| Evergreen Private Wealth LLC
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| |
|---|---|
| CRD # | 324777 |
| SEC # | 801-127283 |
| CIK # | 0001965292, 0002010098 |
| AUM | $195.1 MM (2024-07-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 720-617-2885 |
| Address | 7400 E Orchard Rd Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 6.6 | |
| META | 434,852.0 | 6.2 | |
| GOOGL | 1,475,138.5 | 5.4 | |
| AVGO | 201,282.9 | 5.1 | |
| MKL | 17,609.0 | 5.0 | |
| MSFT | 1,918,222.4 | 4.0 | |
| PTY | 1,428.1 | 3.7 | |
| TSM | 437,370.3 | 3.4 | |
| QCOM | 147,392.0 | 3.0 | |
| EXPD | 16,411.4 | 2.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 50.0 |
| (b) Individuals (high net worth individuals) | 62 | 140.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 514 | 195.1 |
| By Discretionary | ||
| Discretionary | 514 | 195.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 514 | 195.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.1 | |
| Total | 514 | 195.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965292] | |
| 13F-HR | [0002010098] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Norris Financial Group LLC
✚
|
SC | 0.2 |
|
Kempner Capital Management Inc
✚
|
TX | 0.2 |
|
McNaughton Wealth Management LLC
✚
|
CA | 0.2 |
|
Pilgrims Capital Advisors Inc
✚
|
MI | 0.2 |
|
Mount Vernon Associates Inc
✚
|
MD | 0.2 |
|
Blueprint Partners LLC
✚
|
MI | 0.2 |
|
Olympic Wealth Management LLC
✚
|
WA | 0.2 |
|
Ryan & Hoppe Investment Management LLC
✚
|
MN | 0.2 |
|
Tieton Capital Management LLC
✚
|
WA | 0.2 |
|
Advisory Investor Services LLC
✚
|
FL | 0.2 |