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POLARIS WEALTH PARTNERS
POLARIS WEALTH PARTNERS LLC
CRD 331678
1905 SHERMAN ST STE 200 1276, DENVER, CO, 80203, United States
Phone
(303) 229-0926
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.4M
Discretionary AUM
$5.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD