| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay William Hummel Control | Managing Partner | Under 5% | 2024 |
| John Graham Phoenix Control | Managing Partner | Under 5% | 2024 |
| Kristy Sue Harrell Control | Chief Compliance Officer | Under 5% | 2024 |
Uniting Wealth Partners LLC reports $544.7 million in regulatory assets under management on its Form ADV.
Uniting Wealth Partners LLC reports 11 employees.
Uniting Wealth Partners LLC is based in Denver, CO and has been SEC-registered since 2024.
Uniting Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 240 Saint Paul Street, Suite 300, Denver, CO 80206 |
| Phone | 720-706-7180 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $492.8M |
| Non-discretionary | $51.9M |
| Total (RAUM) | $544.7M |