|
⚲
|
| Keyboard |
| Uniting Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 332317 |
| SEC # | 801-131215 |
| CIK # | 0002056414 |
| AUM | 934.6 M (2026-06-02) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-706-7180 |
| Address | 240 Saint Paul Street Denver, CO 80206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 99.7 | ||
| Nvidia Corp | 11.0 | ||
| C H Robinson Worldwide Inc | 7.1 | ||
| Apple Inc | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 6.9 |
| (b) Individuals (high net worth individuals) | 651 | 788.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 139.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,337 | 934.6 |
| By Discretionary | ||
| Discretionary | 2,328 | 928.7 |
| Non-Discretionary | 9 | 5.9 |
| Total | 2,337 | 934.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 934.6 | |
| Total | 2,337 | 934.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056414] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stonebrook Private LLC
✚
|
MI | 937.0 M |
|
Hartline Investment Corp
✚
|
IL | 935.5 M |
|
Heronbridge Investment Management LLP
✚
|
935.3 M | |
|
Crane Advisory LLC
✚
|
CA | 934.6 M |
|
Johnson Bixby & Associates LLC
✚
|
WA | 933.7 M |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 933.7 M |
|
Strategic Equity Management Inc
✚
|
AZ | 933.5 M |
|
Estabrook Capital Management LLC
✚
|
NY | 933.3 M |
|
BOS Asset Management LLC
✚
|
IL | 933.2 M |
|
LS Investment Advisors LLC
✚
|
MI | 932.1 M |