{
  "crd_number": 332192,
  "slug": "degreen-private-wealth-llc-scottsdale-az-332192",
  "primary_business_name": "DEGREEN PRIVATE WEALTH, LLC",
  "legal_name": "DEGREEN PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-22",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 132808620.0,
  "raum_discretionary": 114559570.0,
  "raum_non_discretionary": 18249050.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 21463387.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 111345233.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ"
  ],
  "websites": [
    "https://degreenprivatewealth.com",
    "https://facebook.com/people/DeGreen-Private-Wealth-LLC/61561818733049",
    "https://linkedin.com/company/degreen-private-wealth-llc",
    "https://x.com/DEGREENWEALTH",
    "https://youtube.com/@DeGreenPrivateWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332192",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192",
  "display_name": "Degreen Private Wealth, LLC",
  "summary": "Degreen Private Wealth, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Degreen Private Wealth, LLC (CRD 332192): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Degreen Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Degreen Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Degreen Private Wealth, LLC located?",
      "a": "Degreen Private Wealth, LLC's principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is Degreen Private Wealth, LLC registered with the SEC or a state?",
      "a": "Degreen Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332192."
    },
    {
      "q": "How much does Degreen Private Wealth, LLC manage?",
      "a": "Degreen Private Wealth, LLC reports $132,808,620 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (86% discretionary)."
    },
    {
      "q": "How have Degreen Private Wealth, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Degreen Private Wealth, LLC: Regulatory assets under management: $0 in the October 2024 data and $132,808,620 in the October 2026 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Degreen Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (42)."
    },
    {
      "q": "Which custodians does Degreen Private Wealth, LLC use?",
      "a": "Degreen Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Degreen Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332192"
    },
    {
      "q": "What changed in Degreen Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $100,300,000 to $132,808,620 (+32%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-07-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 100300000.0,
      "total_employees": 1,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 132808620.0,
      "total_employees": 1,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $100,300,000 to $132,808,620 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 21463387.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 111345233.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}