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Degreen Private Wealth, LLC

● SEC registered since 2024CRD 332192SEC# 801-130724Scottsdale, AZ
Export (members)
Reg. AUM
$100.3M
Employees
1
Accounts
205
Location
Scottsdale, AZ

Degreen Private Wealth, LLC assets under management

Degreen Private Wealth, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2024. It reports $100.3 million in regulatory assets under management and employs 1 people.
www.degreenprivatewealth.comView on SEC.gov ↗

Degreen Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sam Howard Degreen ControlChief Executive Officer & Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Degreen Private Wealth, LLC manage?

Degreen Private Wealth, LLC reports $100.3 million in regulatory assets under management on its Form ADV.

How many employees does Degreen Private Wealth, LLC have?

Degreen Private Wealth, LLC reports 1 employees.

Where is Degreen Private Wealth, LLC located?

Degreen Private Wealth, LLC is based in Scottsdale, AZ and has been SEC-registered since 2024.

Does Degreen Private Wealth, LLC disclose fund performance?

Degreen Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14301 N 87th St, Suite 117, Scottsdale, AZ 85260
Phone440-409-6352
Office hours7 a.m. - 3 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.3M
Non-discretionary$0
Total (RAUM)$100.3M