EVERGREEN PRIVATE WEALTH LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 324777). Regulatory assets under management: $264.7M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Dustin Kyle Schick | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/MEMBER; OWNER | — |
| Scott Anthony Preston | MANAGING MEMBER | — |
| Steven Howard Bowes | MANAGING MEMBER | — |
| Elizabeth Manteau | CHIEF COMPLIANCE OFFICER | Broomfield, CO |
| SCHICK DUSTIN KYLE | CHIEF COMPLIANCE OFFICER; OWNER | — |
| PRESTON SCOTT ANTHONY | MANAGING MEMBER | — |
| BOWES STEVEN HOWARD | MANAGING MEMBER | — |