DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Evergreen Private Wealth
Legal name Evergreen Private Wealth LLC
Latest filing Feb 24, 2026
First filing on the tape Jan 4, 2023 · 15 filings
SEC status approved since Feb 17, 2023
RAUM
$265M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$256M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$66.2M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$265M as of Feb 24, 2026
Jan 17, 2024$195M then
HNW client RAUM$213M as of Feb 24, 2026
Jan 17, 2024$141M then
State-registered IARs (5.B.3)4 as of Feb 24, 2026
Jan 17, 20243 then
Employees (5.A)4 as of Feb 24, 2026
Jan 17, 20243 then
Private funds: no history
RAUM +20% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Feb 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $66.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $458,003derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.5%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- $265MreportedItem 5.I
- Custody
- $30.0M, 30 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$213M80%
- Individuals$43.6M16%
- Charitable organizations$8.5M3.2%
- Corporations and businesses$66,8590.0%
- Individual clients
- 79reported
- HNW clients
- 87reported
- Pension plan clients
- 0reported
- Charitable clients
- 3reported
- Accounts
- 578reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $30.0M for 30 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dustin Kyle SchickCertified Financial Planner | Greenwood Village, Co | Feb 17, 2023 | 14 y | 2 |
| Steven Howard BowesCertified Financial Planner | Greenwood Village, Co | Feb 17, 2023 | 12 y | 3 |
| Scott Anthony PrestonCertified Financial Planner | Greenwood Village, Co | Aug 8, 2023 | 18 y | 3 |
| Jodie Lynn Wilson | Greenwood Village, Co | Feb 5, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Scott Anthony Preston from Independent Financial PartnersAug 8, 2023 · Affiliated broker-dealer or bank to independent RIA
- Steven Howard Bowes from Independent Financial PartnersFeb 17, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
- Dustin Kyle Schick from Independent Financial PartnersFeb 17, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Independent Financial PartnersJul 5, 2023 · Greenwood Village, Co
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kyle Dustin Schick · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- Howard Steven Bowes · Managing Membercontrolsince 07/2019 · owns 75% or more of Steven Bowes, Inc
- Anthony Scott Preston · Managing Membercontrolsince 07/2019 · owns 75% or more of Scott Preston, Inc
- Kyle Dustin Schick · Ownercontrolsince 01/2024 · owns 75% or more of Deliberate Impact Inc
Entity owners
- Deliberate Impact Inc · Ownerdirect · owns 25% to 50%
- Scott Preston, Inc · Memberdirect · owns 25% to 50%
- Steven Bowes, Inc · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greenwood Village, Co · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 547 to 578Jul 14, 2025 to Feb 24, 2026
- HNW clients · 71 to 87Jul 14, 2025 to Feb 24, 2026
- Individual clients · 82 to 79Jul 14, 2025 to Feb 24, 2026
- Assets in custody · $221M to $30.0MJul 14, 2025 to Feb 24, 2026
- Discretionary RAUM · $221M to $265MJul 14, 2025 to Feb 24, 2026
- HNW RAUM · $169M to $213MJul 14, 2025 to Feb 24, 2026
- Individual RAUM · $47.4M to $43.6MJul 14, 2025 to Feb 24, 2026
- RAUM · $221M to $265MJul 14, 2025 to Feb 24, 2026
- Financial planning clients · unset to Mar 10, 2025 to Jul 14, 2025
- Accounts · 514 to 547Feb 19, 2025 to Mar 10, 2025
- HNW clients · 62 to 71Feb 19, 2025 to Mar 10, 2025
- Individual clients · 90 to 82Feb 19, 2025 to Mar 10, 2025
- Assets in custody · $24.1M to $221MFeb 19, 2025 to Mar 10, 2025
- Discretionary RAUM · $195M to $221MFeb 19, 2025 to Mar 10, 2025
- HNW RAUM · $141M to $169MFeb 19, 2025 to Mar 10, 2025
- Individual RAUM · $50.0M to $47.4MFeb 19, 2025 to Mar 10, 2025
- RAUM · $195M to $221MFeb 19, 2025 to Mar 10, 2025
- Advisory employees · 3 to 4Jul 11, 2024 to Feb 19, 2025
- Employees · 3 to 4Jul 11, 2024 to Feb 19, 2025
- State-registered IARs · 3 to 4Jul 11, 2024 to Feb 19, 2025
- Accounts · 441 to 514Jun 14, 2023 to Jan 17, 2024
- HNW clients · 50 to 62Jun 14, 2023 to Jan 17, 2024
- Individual clients · 85 to 90Jun 14, 2023 to Jan 17, 2024
- Assets in custody · $0 to $24.1MJun 14, 2023 to Jan 17, 2024
- Insurance-licensed employees · 3 to 0Jun 14, 2023 to Jan 17, 2024
- Discretionary RAUM · $149M to $195MJun 14, 2023 to Jan 17, 2024
- HNW RAUM · $104M to $141MJun 14, 2023 to Jan 17, 2024
- Individual RAUM · $41.5M to $50.0MJun 14, 2023 to Jan 17, 2024
- RAUM · $149M to $195MJun 14, 2023 to Jan 17, 2024
- Accounts · 0 to 441May 30, 2023 to Jun 14, 2023
- Charity clients · unset to 3.0May 30, 2023 to Jun 14, 2023
- Corporate clients · unset to 1.0May 30, 2023 to Jun 14, 2023
- HNW clients · unset to 50.0May 30, 2023 to Jun 14, 2023
- Individual clients · unset to 85.0May 30, 2023 to Jun 14, 2023
- Pension plan clients · unset to 0.0May 30, 2023 to Jun 14, 2023
- Pooled vehicle clients · unset to 0.0May 30, 2023 to Jun 14, 2023
- Discretionary RAUM · $0 to $149MMay 30, 2023 to Jun 14, 2023
- HNW RAUM · unset to 103792715.0May 30, 2023 to Jun 14, 2023
- Individual RAUM · unset to 41514981.0May 30, 2023 to Jun 14, 2023
- Pension RAUM · unset to 0.0May 30, 2023 to Jun 14, 2023
Signals
2 dated events
- 3 advisors left Independent Financial Partners (Greenwood Village, CO) for Evergreen Private Wealth on the same dayJul 5, 2023 · Team lift-out · derived
- Evergreen Private Wealth filed its initial SEC registration (Form ADV)Jan 4, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/evergreen-private-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- evergreenprivatewealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 720-617-2885reportedpublic record, Form ADV, Feb 24, 2026
- Contact form
- evergreenprivatewealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- evergreenprivatewealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $66.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026