UNITING WEALTH PARTNERS

RIASEC RegisteredEst. 2024

Total AUM

$935M

Discretionary

$929M

99% of AUM

Avg account

$400K

Accounts

2,337

Employees

Advisory reps

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

FINTRX

Overview

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.