Uncommon Wealth Partners, LLC

Overview

Uncommon Wealth Partners, LLC is an independent, privately held advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selects external managers on clients’ behalf. It also functions as an insurance broker, which aligns with its use of annuity products. Fee arrangements include percentage-of-AUM billing alongside fixed and other fee structures. The firm does not describe itself as an active ESG investor and is not flagged as a multi-state or newly formed adviser in the available data.

Assets & Accounts

Investments & Alternatives