Evergreen Private Wealth Llc
- Regulatory AUM
- $265M
- Discretionary
- $265M
- Clients
- 170
- Avg AUM / client
- $1.6M
- Accounts
- 578
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Investments (13F portfolio — 86 positions, $247,408,997)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Applied Materials Inc Com Usd0.01 | COM | $13,116,925 | 38,407 | 5.3% | 4.95% |
| 2 | Spdr Index Shares Funds State Street Spdr Msci Eafe Strategicfactors Etf | STATE STREET SPD | $10,172,115 | 109,087 | 4.11% | 3.84% |
| 3 | Alphabet Inc Cap Stk Cl A | CAP STK CL A | $9,314,443 | 32,415 | 3.76% | 3.52% |
| 4 | Ishares Tr 10 20 Yr Trs Etf | 10-20 YR TRS ETF | $8,535,427 | 84,744 | 3.45% | 3.22% |
| 5 | Ross Stores Inc | COM | $8,257,326 | 38,135 | 3.34% | 3.12% |
| 6 | Berkshire Hathaway Inc Com Usd0.0033 Class B | CL B NEW | $8,129,326 | 16,964 | 3.29% | 3.07% |
| 7 | Wisdomtree Tr Em Ex St Owned | EM EX ST-OWNED | $6,766,399 | 168,738 | 2.73% | 2.56% |
| 8 | Jpmorgan Chase &Co. Com | COM | $6,744,600 | 22,928 | 2.73% | 2.55% |
| 9 | Netflix Inc | COM | $6,690,269 | 69,582 | 2.7% | 2.53% |
| 10 | Check Point Software Technologies Ltd | ORD | $6,682,765 | 46,782 | 2.7% | 2.52% |
| 11 | Thermo Fisher Scientific Inc | COM | $6,611,199 | 13,450 | 2.67% | 2.5% |
| 12 | Adobe Inc Com | COM | $6,449,456 | 26,532 | 2.61% | 2.44% |
| 13 | Amazon.Com Inc | COM | $6,248,447 | 30,002 | 2.53% | 2.36% |
| 14 | Apple Inc | COM | $6,128,753 | 24,149 | 2.48% | 2.32% |
| 15 | Microsoft Corp | COM | $6,051,821 | 16,349 | 2.45% | 2.29% |
| 16 | Waste Management Inc | COM | $5,878,111 | 25,580 | 2.38% | 2.22% |
| 17 | Zoetis Inc | CL A | $5,748,138 | 48,626 | 2.32% | 2.17% |
| 18 | Fidelity Sml Mid Mltfct | SML MID MLTFCT | $5,599,594 | 125,215 | 2.26% | 2.12% |
| 19 | Arista Networks Inc Com Shs | COM SHS | $5,592,778 | 45,551 | 2.26% | 2.11% |
| 20 | Ulta Beauty Inc Com | COM | $5,576,458 | 10,668 | 2.25% | 2.11% |
| 21 | Huntington Bancshares Inc Com Usd0.01 | COM | $5,518,646 | 352,629 | 2.23% | 2.08% |
| 22 | Verisk Analytics Inc Com | COM | $5,333,131 | 27,901 | 2.16% | 2.01% |
| 23 | Vanguard Charlotte Fds Total Intl Bd Etf | TOTAL INT BD ETF | $5,242,657 | 109,108 | 2.12% | 1.98% |
| 24 | Dbx Etf Tr Xtrack Mun Infra | XTRACK MUN INFRA | $5,145,943 | 208,887 | 2.08% | 1.94% |
| 25 | Hca Healthcare Inc Com | COM | $5,139,896 | 10,861 | 2.08% | 1.94% |
Top 25 of 86 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $43.6M | 16.5% |
| High net worth individuals | 87 | $213M | 80.3% |
| Charitable organizations | 3 | $8.5M | 3.21% |
| Corporations and other businesses | 1 | $66.9K | 0.03% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dustin Kyle Schick | Owner | CFP | Feb 2023 (3y) | ≈ 18.75% – 50% via Deliberate Impact Inc |
| Steven Howard Bowes | Registered representative | CFP | Feb 2023 (3y) | |
| Scott Anthony Preston | Registered representative | CFP | Aug 2023 (3y) | |
| Jodie Lynn Wilson | Registered representative | Feb 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Deliberate Impact Inc | Owner | May 2024 | A | 25% – 50% |
Undisclosed: 50% – 75% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dustin Kyle Schick: 75% – 100% of Deliberate Impact Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $261M (99% of AUM) Feb 2026
- Fidelity Distributors Company Llc $149M (100% of AUM) Jun 2023
- Charles Schwab & Co. $4.0M (1% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗