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TIER ONE WEALTH MANAGEMENT
FIRST SOURCE INVESTMENT PARTNERS, LLC
CRD 322893 · SEC 801-126595
9380 STATION STREET, SUITE 535, LONE TREE, CO, 80124, United States
Phone
303-858-0000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$154.0M
Discretionary AUM
$154.0M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $48.2M |
| High net worth individuals | 60 | $101.1M |
| Pension/profit sharing plans | 2 | $4.6M |
States served
CA, CO, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD