Uniting Wealth Partners
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 332317
- Registered since
- September 27, 2024
- Website
- unitingwealthpartners.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.32%
- Corporations / Businesses14.93%
- Individuals0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Uniting Wealth Partners is an independent registered investment adviser organized as an LLC that provides fee-based wealth management and financial planning services to individuals, families and institutional clients. The firm is listed as a capital allocator and offers portfolio management for individuals and small businesses, as well as selection-of-other-advisers services. Its fee model combines AUM-based charges with fixed fees. The firm's SEC registration is recorded in 2024, and its regulatory filing indicates it does not identify as a multi-state adviser and is not categorized as a newly formed adviser. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds35%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
3 of 3
Kristy Harrell
Chief Compliance OfficerCRD 2463967
Jill Rakowski
Chief Operating OfficerCRD 4676085
Dana Cornell
Chief Executive OfficerCRD 5022202
Contacts
3 of 15
Alecia Fisher Dougherty
PartnerCRD 5397757
Richard Dougherty
PartnerCRD 5271824
Amanda Mcintosh
Operations ManagerCRD 5287459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 240 Saint Paul St
- Time zone
- MT (UTC-7)
- Office locations
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