Degreen Private Wealth, LLC
● SEC registered since 2024CRD 332192SEC# 801-130724Scottsdale, AZ
Reg. AUM
$132.8M
Employees
1
Accounts
261
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 $132.8 million in regulatory assets under management and employs 1 people.
Degreen Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sam Howard Degreen Control | Chief Executive Officer & Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Degreen Private Wealth, LLC manage?
Degreen Private Wealth, LLC reports $132.8 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
| Address | 14301 N 87th St, Suite 117, Scottsdale, AZ 85260 |
| Phone | 440-409-6352 |
| Office hours | 7 a.m. - 3 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.8M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$132.8Mregulatory AUM
Discretionary $114.6MNon-discretionary $18.2M