AdvisorCensus / Financial advisors / Colorado / Denver / Uniting Wealth Partners
Uniting Wealth Partners
Filed as UNITING WEALTH PARTNERS · Legal name Uniting Wealth Partners LLC
Uniting Wealth Partners is an SEC-registered investment advisory firm in Denver, CO, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.
Quick answers
From the filingHow is Uniting Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Uniting Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Uniting Wealth Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated July 7, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Uniting Wealth Partners located?
Uniting Wealth Partners' principal office is in Denver, CO, according to its Form ADV; the September 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Uniting Wealth Partners registered with the SEC or a state?
Uniting Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332317.
How much does Uniting Wealth Partners manage?
Uniting Wealth Partners reports $934,628,831 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (99% discretionary).
How have Uniting Wealth Partners' assets and staff changed since 2024?
In the Form ADV data for Uniting Wealth Partners: Regulatory assets under management: $544,715,574 in the October 2025 data and $934,628,831 in the October 2026 data, up 72%. Total employees: 2 in October 2024 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Uniting Wealth Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (651); individuals (other than high net worth individuals) (179); corporations or other businesses not listed above (24).
Which custodians does Uniting Wealth Partners use?
Uniting Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Uniting Wealth Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332317
Does Uniting Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated July 7, 2026 says: "Uniting Wealth Partners generally does not impose a minimum relationship size."
What changed in Uniting Wealth Partners' recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in PA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Wealth management fees range up to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: None
The brochure's wording
Uniting Wealth Partners generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated July 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$934,628,831 as of October 2026, filing dated August 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Uniting Wealth Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 23. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the September 2026 filing
- States registered or notice-filed
-
20 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $934,628,831 | 23 | August 26, 2026 |
| October 2025 | $544,715,574 | 11 | May 29, 2025 |
| October 2024 | Not reported | 2 | September 16, 2024 |
Regulatory assets under management: $544,715,574 in the October 2025 data and $934,628,831 in the October 2026 data, up 72%.
Total employees: 2 in October 2024 and 23 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in PA.
- July 2026
- Registered or notice-filed in GA, MN, NM.
- April 2026
- Employees performing advisory functions went from 7 to 11.
- Regulatory assets under management went from $544,715,574 to $934,628,831 (+72%).
- Registered or notice-filed in CA, CO, NC, NH.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in AZ, FL, OH, SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Uniting Wealth Partners (CRD 332317): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/uniting-wealth-partners-denver-co-332317