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UNCOMMON WEALTH PARTNERS, LLC
CRD 288676
317 S ANKENY BLVD, ANKENY, IA, 50023, United States
Phone
(515) 650-3009
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.7M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; REFERRALS TO THIRD-PARTY MONEY MANGERS
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $34.3M |
| High net worth individuals | 5 | $9.5M |
| Pension/profit sharing plans | 1 | $1.3M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 9 | $450K |
All web addresses on file
Official SEC filing: View on IAPD