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| Evergreen Private Wealth LLC
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|---|---|
| CRD # | 324777 |
| SEC # | 801-127283 |
| CIK # | 0001965292, 0002010098 |
| AUM | 264.7 M (2026-02-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 720-617-2885 |
| Address | 7400 E Orchard Rd Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.8 | ||
| Pitney Bowes Inc /DE/ | 7.7 | ||
| Markel Corp | 7.1 | ||
| Alphabet Inc | 7.0 | ||
| Regeneron Pharmaceuticals Inc | 6.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.1 | ||
| Facebook Inc | 5.7 | ||
| Wellpoint Inc | 5.5 | ||
| Walt Disney Co | 4.8 | ||
| PIMCO Corporate & Income Opportunity Fund | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 43.6 |
| (b) Individuals (high net worth individuals) | 87 | 212.5 |
| (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 | 8.5 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 578 | 264.7 |
| By Discretionary | ||
| Discretionary | 578 | 264.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 578 | 264.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.7 | |
| Total | 578 | 264.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965292] | |
| 13F-HR | [0002010098] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IL | 265.2 M |
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Innova Advisors LLC
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FL | 264.8 M |
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TRU Independence Asset Management 2 LLC
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OR | 264.7 M |
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CW O'Conner Wealth Advisors Inc
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GA | 264.6 M |
|
BNB Wealth Management LLC
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MD | 264.6 M |
|
Imperium Wealth Management LLC
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|
TX | 264.6 M |
|
ROI Financial Advisors LLC
✚
|
OR | 264.2 M |
|
Optimus Capital Advisors LLC
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|
TX | 264.1 M |
|
Binnacle Investments Inc
✚
|
IA | 264.1 M |