Uniting Wealth Partners
TL;DR
Founded in June 2024, it is a registered adviser with three managing partners serving individuals, high-net-worth clients, trusts and businesses through affiliated advisory firms.
$935 million
Regulatory AUM
As of ADV filing 2026-08-26
2,337
Accounts / Clients
830 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
23
Team Size
employees, 11 advisory
2 yrs
Years Registered
First registered 2024
About Uniting Wealth Partners
Founded in June 2024, it is a registered adviser with three managing partners serving individuals, high-net-worth clients, trusts and businesses through affiliated advisory firms.
Office: 240 Saint Paul Street, Suite 300, Denver, CO 80206.
Best for: Individuals open to affiliated local advisers with no required minimum
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD332317
RegistrationSEC-registered
First registration2024
Regulatory AUM$935 million
ADV filing date2026-08-26
Accounts2,337
Clients830 individual and high-net-worth clients
Employees23
Advisory employees11
Fee modelAdvisory fees; ADV 2A discloses insurance commissions earned by licensed advisory persons
MinimumGenerally no minimum relationship size (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 332317, as of ADV filing 2026-08-26, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 9 of 10
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