Sam DeGreen
DeGreen Private Wealth · Scottsdale, Arizona
Sam DeGreen is a fee-only financial advisor at DeGreen Private Wealth in Scottsdale, Arizona. DeGreen Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | DeGreen Private Wealth |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Assets under management | $132.8M across 261 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6932311 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.degreenprivatewealth.com |
| Profile |
How Sam's firm compares
- DeGreen Private Wealth's average account is about $509,000, from its Form ADV (assets managed divided by 261 accounts).
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Questions about Sam
Is Sam DeGreen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and DeGreen Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sam charge for financial advice?
Sam's firm, DeGreen Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Sam charge?
According to DeGreen Private Wealth's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Sam DeGreen based?
Sam DeGreen is based in Scottsdale, Arizona.
Is Sam DeGreen registered with the SEC?
Yes. Sam DeGreen is registered as an investment adviser representative in AZ (CRD 6932311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DeGreen Private Wealth manage?
DeGreen Private Wealth reports $132.8M across 261 accounts in assets under management.
How do I contact Sam DeGreen?
Through Sam's website, www.degreenprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DeGreen Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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