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DEGREEN PRIVATE WEALTH, LLC

SCOTTSDALE, AZ · CRD 332192 · IAPD ↗ · degreenprivatewealth.com · 440-409-6352

$132.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — DEGREEN PRIVATE WEALTH, LLC reported RAUM up 32% ($100.3M -> $132.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — DEGREEN PRIVATE WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
December 2024 — DEGREEN PRIVATE WEALTH, LLC now reports custody of client assets ($35.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2024 — DEGREEN PRIVATE WEALTH, LLC (SCOTTSDALE, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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