Single Family OfficeRIA · CRD 332192SEC-Registered

Updated:

DeGreen Private Wealth

Degreen Private Wealth, LLC is an SEC-registered investment adviser in Scottsdale, AZ, registered since 2024. The firm manages $133 million in assets, with...

DeGreen Private Wealth

Degreen Private Wealth, LLC is an SEC-registered investment adviser in Scottsdale, AZ, registered since 2024. The firm manages $133 million in assets, with $115 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

Paradise Valley, AZ, United States

Principals

Mike DeGreen

Founder

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Who runs investment decisions at DeGreen Private Wealth?

Mike DeGreen, the firm's founder, runs investment decisions. His background is in manufactured-housing finance, which provides the office with a distinct lens for evaluating credit and real estate opportunities. There is no known investment committee beyond the founder.

How does DeGreen Private Wealth source deal flow?

Sourcing is network-driven and flows primarily from DeGreen's prior lending relationships in the manufactured-housing and real estate sectors. The office does not maintain a public-facing marketing presence, relying instead on direct principal-to-principal introductions and repeat transactions with known operators.

Does DeGreen Private Wealth take outside capital or is it purely a single-family office?

It is structured as a single-family office deploying the founder's own capital. There is no indication of outside LP funds or a multi-family office offering. The office's LLC designation provides legal clarity for its direct, balance-sheet investments.

What does DeGreen Private Wealth typically invest in?

The office concentrates on private credit and real estate, with a preference for income-generating, asset-heavy structures. Within credit, that often means bridge loans, structured credit, and preferred equity. Real estate activity is focused on the US Southwest, particularly Arizona and adjacent markets.

Does DeGreen Private Wealth have a published track record or AUM?

No. Total assets under management and aggregate deployment figures have not been publicly disclosed. The office maintains a low-profile posture consistent with a single-family structure that does not market to outside investors.

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