# Uniting Wealth Partners

> 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.

- CRD: 332317
- Filed as: UNITING WEALTH PARTNERS
- Legal name: Uniting Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332317
- AdvisorCensus page: https://advisorcensus.com/firm/uniting-wealth-partners-denver-co-332317

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> Uniting Wealth Partners generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $934,628,831
- Discretionary: $928,724,975
- Non-discretionary: $5,903,856

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $6,937,731 |
| High net worth individuals | 651 | $788,123,048 |
| Charitable organizations | Fewer than 5 | $4,092 |
| Corporations or other businesses not listed above | 24 | $139,563,960 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 23 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, KS, LA, MN, MO, NC, NE, NH, NM, NY, OH, OK, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Bella Vista, AR
- Odessa, TX
- Oklahoma City, OK
- Rochester, NY
- Rogers, AR

### Websites listed on Form ADV (Item 1.I)
- unitingwealthpartners.com
- LinkedIn @uniting-wealth-partners
- YouTube @UnitingWealthPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | September 16, 2024 |
| October 2025 | $544,715,574 | 11 | May 29, 2025 |
| October 2026 | $934,628,831 | 23 | August 26, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Uniting Wealth Partners (CRD 332317): Form ADV filing data as of October 2026.