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John Graham Phoenix

Managing PartnerUniting Wealth Partners LLCCRD 2166774

About John Graham Phoenix

John Graham Phoenix is listed as Managing Partner at Uniting Wealth Partners LLC in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%. John Graham Phoenix is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Uniting Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Graham Phoenix work?

John Graham Phoenix is listed as Managing Partner at Uniting Wealth Partners LLC on SEC Form ADV.

How much of Uniting Wealth Partners LLC does John Graham Phoenix own?

Form ADV reports a beneficial ownership band of Under 5%.

Uniting Wealth Partners LLC

TitleManaging Partner
OwnershipUnder 5%
Control personYes
Since2024

Wagn Advisory Services, LLC

TitlePresident
OwnershipUnder 5%
Control personYes
Since2021

Uniting Wealth Partners LLC

TitleOwner
Ownership50-75%
Control personYes
Since2019

Wagn Advisory Services, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2007