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Degreen Private Wealth, LLC

Degreen Private Wealth, LLC. CRD 332192

Degreen Private Wealth, LLC logo

CRD: 332192

Degreen Private Wealth, LLC

Scottsdale, AZ, 85260
4404096352
www.degreenprivatewealth.com
$132.8M Total AUM
$114.6M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Pathway
Established Date
07-22-2024
Office Locations
1

Office Locations

14301 N 87th ST Suite 117 Scottsdale AZ

About Degreen Private Wealth, LLC

DeGreen Private Wealth is an independent, fee-only fiduciary RIA in Scottsdale providing investment management, portfolio management, and comprehensive financial planning for high-net-worth individuals, families, and business owners. Portfolios emphasize globally diversified, low-cost ETF implementation with evidence-based, tax-efficient, long-term discipline. Founder Sam DeGreen also hosts the weekly "Freedom Through Finance" radio show/podcast.

Team overview

-- AVG AGE
$132.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Bridge Legacy Wave delta Delta Summit oak Pioneer atlas Oak

Client Personas

Timber Fusion

Custodian

Frontier Crest Timber Quantum

Investment Themes

Catalyst meridian Glacier alpha Bridge element

Investment Vehicles

Ridge value Element

Services

Radial Alpha Quantum matrix Atlas Alpha prime Insight Prime Unison harbor Focus value

Technology

Eagle catalyst

Owner & Executives

S

Sam Howard DeGreen

Chief Compliance Officer, Chief Executive Officer, Investment Advisor

CRD
#6932311
Ownership
75% or more
(934) 850-3717
timber.zenith@legacycapital.com
in linkedin.com/in/eagle-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2024
03-21-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $114,559,570 $473,387
Non-Discretionary $18,249,050 $960,476
Total $132,808,620 $508,845

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Separately Managed Accounts

Total SMA Asset: $132,808,620

$132.8M Total SMA
Equity - Exchange:
66.1%
Cash:
33.9%
Asset class Assets Assets %
Equity - Exchange $755,831,195 66.1%
Cash $387,635,060 33.9%
Total $1,143,466,255 100.0%

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