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Chief Operating Officer/member · Evergreen Private Wealth

Dustin K. Schick

CRD 5191424 · Named on Form ADV at one SEC-registered adviser

At a glance

Evergreen Private Wealth, an SEC-registered wealth manager based in Greenwood Village, CO with $265 million in regulatory assets, lists Dustin K. Schick on its Form ADV as Chief Operating Officer/member, a control person.

Firms and roles

  • Evergreen Private WealthChief Operating Officer/memberWealth manager · Greenwood Village, CO · $265M in regulatory assets

AtlasMembers

Dustin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dustin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.