# Evergreen Private Wealth

Evergreen Private Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://evergreenprivatewealth.com

## Regulatory record

- **CRD number:** 324777
- **SEC file number:** 801-127283
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324777

## About

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.

## Questions

### 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.

### 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.

## Related profiles

- [ATRUM ONE LIMITED](https://altss.com/profile/atrum-one-limited)
- [NAMESAKE GROUP](https://altss.com/profile/namesake-group)

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Last updated: 2026-07-06T01:24:16.122Z

Canonical page: https://altss.com/profile/evergreen-private-wealth

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