Uniting Wealth Partners
Denver, CO·SEC-registered · CRD #332317
Uniting Wealth Partners is an SEC-registered investment advisory firm in Denver, CO managing $935M across 2.3k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$935M
Client accounts
2.3k
Advisory staff
11
Fee model
Fee-based
How Uniting Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Uniting Wealth Partners
How much does Uniting Wealth Partners manage?
Per its most recent SEC Form ADV filing (06/02/2026), Uniting Wealth Partners reports $935M in regulatory assets under management across roughly 2.3k client accounts.
How does Uniting Wealth Partners charge?
Uniting Wealth Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Uniting Wealth Partners a fiduciary?
Yes. Uniting Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #332317), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Uniting Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Uniting Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Uniting Wealth Partners's public SEC Form ADV filing (CRD #332317, filed 06/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Uniting Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Uniting Wealth Partners? Claim this profile.