← Back to searchVisit website
ESSENTIAL INVESTMENT PARTNERS, LLC
CRD 149509 · SEC 801-70121
7887 E BELLEVIEW AVE, SUITE 1275, ENGLEWOOD, CO, 80111, United States
Phone
303-333-8498
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.0M
Discretionary AUM
$213.0M
Team
3 total employees; 2 advisory reps; 79 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $10.6M |
| High net worth individuals | 54 | $200.8M |
| Charitable organizations | 2 | $11.6M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD