Evergreen Private Wealth

Evergreen Private Wealth is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2023. The firm manages approximately $265 million...

Evergreen Private Wealth

Evergreen Private Wealth is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2023. The firm manages approximately $265 million in regulatory assets. It has 4 employees and 4 investment advisers.

Website

evergreenprivatewealth.com

General information

Firm type

Multi Family Office

Who runs investment decisions at Evergreen Private Wealth?

No named investment professionals or executives are publicly attributable to the firm. The absence of a team roster means the decision-making structure is unknown.

How does Evergreen Private Wealth source deal flow?

The firm's sourcing model is not disclosed. It may rely on internal networks, third-party partnerships, or advisor relationships, but no public information details the channel.

Is Evergreen Private Wealth structured as a single family office or an RIA serving multiple families?

The firm describes itself as a multi-family office and RIA, which typically means it serves more than one family. However, no client base or structure details are verifiable.

Does Evergreen Private Wealth participate in fund commitments or only direct deals?

The firm's investment method — whether it uses funds, direct deals, or a mix — is not documented. No deal activity or fund investments have been disclosed.

What investment stages does Evergreen Private Wealth typically target?

Target stage preference is unknown. The firm has not published any information regarding stage focus, from early-stage to buyout or credit.

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