Evergreen Private Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 324777
- SEC number
- 801-127283
- Firm type
- RIA
- Assets under management
- $264.7M as of Feb 24, 2026
- Website
- evergreenprivatewealth.com ↗
- Phone
- 720-617-2885
- Address
- 7400 E Orchard Rd, Greenwood Village, CO, 80111
Advisors at this firm
4 in our index · page 1 of 1
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Steven Howard BowesCRD 6283657 · Greenwood Village, COIA RegisteredRegistration inactive
-
Scott Anthony PrestonCRD 5549500 · Greenwood Village, COIA RegisteredRegistration inactive
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Dustin Kyle SchickCRD 5191424 · Greenwood Village, COIA RegisteredRegistration inactive
-
Jodie Lynn WilsonCRD 7719009 · Greenwood Village, COIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 324777 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.