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UNITING WEALTH PARTNERS
UNITING WEALTH PARTNERS LLC
CRD 332317 · SEC 801-131215
240 SAINT PAUL STREET, SUITE 300, DENVER, CO, 80206, United States
Phone
720-706-7180
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$934.6M
Discretionary AUM
$928.7M
Team
23 total employees; 11 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $6.9M |
| High net worth individuals | 651 | $788.1M |
| Corporations/business entities | 24 | $139.6M |
States served
AZ, AR, CA, CO, GA, KS, LA, MN, NE, NM, NY, NC, OH, OK, SC, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD