# EVERGREEN PRIVATE WEALTH LLC

EVERGREEN PRIVATE WEALTH LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 324777
- Type: SEC-registered investment adviser
- SEC file number: 801-127283
- Location: 7400 E ORCHARD RD, STE 2500N, GREENWOOD VILLAGE, CO, 80111
- Phone: 720-617-2885
- Latest filing: 2026-02-24
- Regulatory AUM: $264.7M
- Discretionary AUM: $264.7M
- Clients: 4
- Accounts: 578

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (720) 617-2882 |
| — | — | 1 | (720) 617-2882 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324777/similar
- Related entities: https://search.stillhousedata.com/firm/324777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.