Degreen Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 11, 2026, reports $133M in regulatory assets under management, 1 employee, and 261 accounts.
Assets Under Management
$133M
Employees
1
Offices
--
Total Clients
84
Primary office
SCOTTSDALE, AZ
14301 N 87TH ST, SUITE 117, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
42
2
HNWI
50.0%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of March 11, 2026
Discretionary86.3%
$115M
86% of total RAUM86.3%
Non-discretionary13.7%
$18M
14% of total RAUM13.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$133M
Total Accounts261
10Y AUM Change+$133M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee84:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.