Evergreen Private Wealth's Form ADV discloses 1.50% on the first $1 million, 1.10% on the next $2 million, 1.00% on the next $2 million, 0.90% on the next $5 million, 0.80% on the next $10 million, and negotiable rates above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #324777), Evergreen Private Wealth is subject to fiduciary duty under federal law.
Evergreen Private Wealth is headquartered in GREENWOOD VILLAGE, CO.
Evergreen Private Wealth serves 87 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, Evergreen Private Wealth offers portfolio management for individuals and selection of other advisors. View all service details ↓
Evergreen Private Wealth manages $265 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, Evergreen Private Wealth serves high-net-worth individuals. View client details ↓