DeGreen Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$132,808,620
Total clients
84
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
84
Average account size
$1,581,055
About
DeGreen Private Wealth provides investment advisory and financial planning services to individual clients — including high‑net‑worth individuals and trusts — and also offers services that address corporate or business matters. Its service mix includes asset and comprehensive portfolio management, standalone financial planning and consulting, and assistance in selecting and reviewing third‑party money managers.
Portfolios are built from individual stocks, ETFs, bonds, mutual funds, options and other public or private investments, with ongoing monitoring and periodic rebalancing and both discretionary and non‑discretionary management arrangements available. The firm reports using a broad set of analytical approaches (fundamental, quantitative, technical and sector analysis) and a range of strategies from long‑term holdings to shorter‑term trading, along with fixed‑income duration management.
What distinguishes the firm relative to many peers is its documented involvement with corporate/business planning (including corporate tax planning, corporate structure work and cost‑segregation studies) and its provision of portfolio management for institutional or non‑individual clients. The brochure also emphasizes the firm’s use of third‑party sub‑advisors with due diligence and oversight, and its potential use of more active or complex techniques (such as uncovered options and short sales) for appropriately suited clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$2,500 to $10,000 for financial planning and consulting services
$0 - $249,999.99: 1.59% $250,000 - $499,999.99: 1.49% $500,000 - $999,999.99: 1.39% $1,000,000 - $1,999,999.99: 1.25% $2,000,000 - $3,999,999.99: 1.20% $3,000,000 - $4,999,999.99: 0.95% $5,000,000 - $9,999,999.99: 0.85% $10,000,000+: 0.75%
Main office location
DeGreen Private Wealth, LLC
14301 N 87 Th St, Suite 117
Scottsdale AZ 85260, United States
Number of offices
1
Most active in
DeGreen Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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