CRD: 324777
Evergreen Private Wealth
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Foundation capitalElement glacier +more
- Established Date
- 02-17-2023
- Office Locations
- 1
Office Locations
About Evergreen Private Wealth
Evergreen Private Wealth is a fee-only fiduciary financial planning firm serving investors such as pre-retirees and small business owners. The team builds and manages portfolios using an equity-forward allocation philosophy aimed at outpacing inflation over time, paired with ongoing planning beyond annual reviews. Clients get themed quarterly check-ins (“Process for the Seasons”). Accounts are custodied at Fidelity, with research/trade support from IFP.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DUSTIN KYLE SCHICK
CHIEF OPERATING OFFICER
- CRD
- #5191424
- Ownership
- 25% but less than 50%
Elizabeth Manteau
Chief Compliance Officer
- CRD
- #5146047
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
STEVEN HOWARD BOWES
Financial Advisor, General Partner
- CRD
- #6283657
SCOTT ANTHONY PRESTON
--
- CRD
- #5549500
Frontier alpha
Pathway eagle
- CRD
- #55018
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $264,725,460 | $458,003 |
| Non-Discretionary | $0 | -- |
| Total | $264,725,460 | $458,003 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $264,725,460
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,693,756,526 | 33.3% |
| Public Funds | $1,785,310,933 | 35.1% |
| Cash | $1,607,288,476 | 31.6% |
| Total | $5,086,355,935 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON PRIME | CREST WAVE | 4YYUAOA18 | CGFX | 8.33% | $48,540,481 |
| FRONTIER RADIAL BRIDGE | RIDGE MERIDIAN | 0JNPFGCLJ | VGU | 3.75% | $36,245,234 |
| PEAK TIMBER PRIME | RIDGE RIDGE | JKA3VUOVG | AILI | 9.59% | $18,037,145 |
| FOUNDATION CAPITAL | RIDGE TIMBER | GVXENG5XV | HCV | 6.99% | $40,616,815 |
| VECTOR CAPITAL BRIDGE | UNISON ZENITH | 3HT04VFMP | ALNP | 8.43% | $22,450,157 |
| UNISON ALPHA | FOUNDATION INSIGHT | VG5ETX76T | PON | 11.38% | $113,253,554 |
| FOCUS BRIDGE | FOUNDATION MOMENTUM | G8MO98PFI | IOV | 9.87% | $100,307,839 |
| LEGACY SIGNAL | CAPITAL TIMBER | CV37VKFJR | BDUQD | 11.02% | $98,414,265 |