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| Happy Holidays!! thanks for using AUM13F!! |
| Uniting Wealth Partners LLC
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| CRD # | 332317 |
| SEC # | 801-131215 |
| CIK # | 0002056414 |
| AUM | $544.7 M (2025-05-29) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 479-364-0686 |
| Address | 5201 Johnson Dr Mission, KS 66205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 95.6 | ||
| Nvidia Corp | 8.6 | ||
| Microsoft Corp | 5.8 | ||
| Exxon Mobil Corp | 4.8 | ||
| Apple Inc | 2.6 | ||
| Palantir Technologies Inc | 2.4 | ||
| iShares Comex Gold Trust | 2.4 | ||
| Coca Cola Co | 2.3 | ||
| Blackstone Group LP | 2.1 | ||
| ServiceNow Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 471 | 196.1 |
| (b) Individuals (high net worth individuals) | 45 | 257.0 |
| (c) Banking or thrift institutions | 0 | 1.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 89.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,334 | 544.7 |
| By Discretionary | ||
| Discretionary | 1,188 | 492.8 |
| Non-Discretionary | 146 | 51.9 |
| Total | 1,334 | 544.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 544.7 | |
| Total | 1,334 | 544.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056414] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Safe Harbor Family Capital LLC
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|
NC | 0.5 |
|
Whitegate Investment Counselors Inc
✚
|
NH | 0.5 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
|
JRM Investment Counsel LLC
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|
0.5 | |
|
RL Evans Co Inc
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|
WA | 0.5 |
|
Providence Financial Advisors LLC
✚
|
KS | 0.5 |
|
Lafise Global Advisors LLC
✚
|
FL | 0.5 |
|
Firethorn Wealth Partners LLC
✚
|
GA | 0.5 |
|
Strengthening Families & Communities LLC
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|
MA | 0.5 |
|
DHJJ Financial Advisors Ltd
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|
IL | 0.5 |