Life Unlocked Partners LLC

RIAState Registered

Total AUM

$14.8M

Discretionary

$14.8M

100% of AUM

Avg account

$250K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 318642
Website: lifeunlockedpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals73.26%
Other21.08%
Corporations / Businesses5.66%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Life Unlocked Partners LLC is an independent, domestic limited liability company that provides advisory services to both individuals/families and institutional clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with educational seminars and workshops. Its billing approach includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not marketed as an ESG-focused adviser, and it does not act as a capital allocator.