← Tributary

EVERGREEN PRIVATE WEALTH

GREENWOOD VILLAGE, CO · CRD 324777 · IAPD ↗ · evergreenprivatewealth.com · 720-617-2885

$264.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2024 — EVERGREEN PRIVATE WEALTH reported RAUM up 31% ($149.4M -> $195.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.