SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Uniting Wealth Partners
Denver, CO
Uniting Wealth Partners LLC, CRD 332317
Firm filing updated August 26, 2026 ·
- $934.6MAssets
- 11Advisory staff
- 2,337Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals651
- Individuals179
- Corporations or other businesses24
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 179 | $6.9 million |
| High net worth individuals | 651 | $788.1 million |
| Charitable organizations | Fewer than 5 clients | $4,092 |
| Corporations or other businesses not listed above | 24 | $139.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$934.6 million
- Accounts2,337
- Discretionary$928.7 million · 2,328 accounts
- Non-discretionary$5.9 million · 9 accounts
People
- Employees23
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents9
- Planning clients1 to 10
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Uniting Wealth Partners LLC SEC-registered investment advisor. CRD 332317, SEC file 801-131215.
- Registered with the SEC as an investment advisor (status date on record: September 27, 2024).
Is Uniting Wealth Partners a fiduciary?
Short answer: Uniting Wealth Partners is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
9 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.