DEGREEN PRIVATE WEALTH, LLC
SEC RegisteredYour Wealth. Your Life. Your Future.
About the firm
DeGreen Private Wealth is an independent, fee-only fiduciary investment advisor based in Scottsdale, AZ, built upon a 30-year family tradition of prudent wealth management. The firm provides unbiased, strategic wealth management using globally diversified, low-cost, tax-efficient ETF portfolios. It serves clients with no commissions and no conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Diversified investment management using ETFs and evidence-based strategies, comprehensive financial planning including retirement income strategies and major financial decisions, and efficient portfolio management focused on long-term results, tax efficiency, and cost-effective management.
Who they serve
High-net-worth individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $21M |
| High Net Worth Individuals | 42 | $111M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $249,999.99 | 1.59% |
| $250,000 to $499,999.99 | 1.49% |
| $500,000 to $999,999.99 | 1.39% |
| $1,000,000 to $1,999,999.99 | 1.25% |
| $2,000,000 to $3,999,999.99 | 1.20% |
| $3,000,000 to $4,999,999.99 | 0.95% |
| $5,000,000 to $9,999,999.99 | 0.85% |
| Over $10,000,000 | 0.75% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DEGREEN PRIVATE WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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