Fee-only adviser · Greenwood Village, CO
Evergreen Private Wealth
Evergreen Private Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Greenwood Village, Colorado. On its latest Form ADV, filed October 1, 2026, it reports $265M in regulatory assets under management, 166 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 324777 · SEC file 801-127283 |
| Office | 6161 S Syracuse Way Ste 240 Greenwood Village, CO 80111 |
| Phone | (720) 617-2885 |
| Website | evergreenprivatewealth.com |
| Regulatory assets under management | $265M |
| Individual clients | 79 non-high-net-worth, 87 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Greenwood Village
- Heirloom Wealth Management LLC $1.1B
- Nilsine Partners, LLC $1.9B
- Dodds Wealth, LLC $706M
- Stordahl Capital Management, Inc. $676M
- Financially Speaking Inc $165M
- JPL Wealth Management, LLC $588M
See all 28 fee-only advisers in Greenwood Village →
Nearby
- Centennial 14 firms
- Englewood 11 firms
- Aurora 1 firm
- Lone Tree 1 firm
- Glendale 1 firm
- Highlands Ranch 6 firms
- Foxfield 1 firm
- Denver 91 firms
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