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 and listed with the SEC in 2024. The firm positions itself as a capital allocator for both individual and family clients as well as institutional relationships. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is a mix of percentage‑of‑AUM fees and fixed fees. The firm does not identify as an active ESG investor and does not describe pension consulting or related‑adviser activity in its filings.
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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