# Evergreen Private Wealth

> Evergreen Private Wealth is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 324777
- Filed as: EVERGREEN PRIVATE WEALTH
- Legal name: Evergreen Private Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324777
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777

## Quick answers

**How is Evergreen Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Private Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Evergreen Private Wealth located?**
Evergreen Private Wealth's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Evergreen Private Wealth registered with the SEC or a state?**
Evergreen Private Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324777.

**How much does Evergreen Private Wealth manage?**
Evergreen Private Wealth reports $264,725,460 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Evergreen Private Wealth's assets and staff changed since 2023?**
In the Form ADV data for Evergreen Private Wealth: Regulatory assets under management: $149,408,518 in the October 2023 data and $264,725,460 in the October 2026 data, up 77%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evergreen Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (87); individuals (other than high net worth individuals) (79); charitable organizations (3).

**Which custodians does Evergreen Private Wealth use?**
Evergreen Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Evergreen Private Wealth report any disciplinary disclosures?**
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/324777

**Does Evergreen Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "There is no account minimum. Typically, new clients need to have two million dollars in investable assets; however, there are situations where income, profession, timeframe to invest, etc. warrant exceptions."

**What changed in Evergreen Private Wealth's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $221,007,183 to $264,725,460 (+20%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> There is no account minimum. Typically, new clients need to have two million dollars in investable assets; however, there are situations where income, profession, timeframe to invest, etc. warrant exceptions.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $264,725,460
- Discretionary: $264,725,460
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $43,649,740 |
| High net worth individuals | 87 | $212,504,417 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $8,504,444 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $66,859 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CO, LA, NE, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evergreenprivatewealth.com
- LinkedIn @evergreen-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $149,408,518 | 3 | June 14, 2023 |
| October 2024 | $195,129,187 | 3 | July 11, 2024 |
| October 2025 | $221,007,183 | 4 | July 14, 2025 |
| October 2026 | $264,725,460 | 4 | October 1, 2026 |

Regulatory assets under management: $149,408,518 in the October 2023 data and $264,725,460 in the October 2026 data, up 77%.
Total employees: 3 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $221,007,183 to $264,725,460 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Private Wealth (CRD 324777): Form ADV filing data as of October 2026.