FIRST SOURCE INVESTMENT PARTNERS, LLC
Legal name: TIER ONE WEALTH MANAGEMENT
CRD #322893 SEC #801-126595 LONE TREE, CO 303-858-0000
SEC Registered
Total AUM
$125.1M
Discretionary
$125.1M
Employees
4
Clients
10
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $125.1M | $125.1M | $0 | 4 | 0 |
| Nov 2024 | $92.6M | $92.6M | $0 | 4 | 0 |
| Mar 2024 | $92.6M | $92.6M | $0 | 4 | 0 |
| Feb 2024 | $92.6M | $92.6M | $0 | 4 | 0 |
| Jan 2024 | $92.6M | $92.6M | $0 | 4 | 0 |
| Mar 2023 | $64.9M | $64.9M | $0 | 4 | 0 |
| Mar 2023 | $64.9M | $64.9M | $0 | 4 | 0 |
| Feb 2023 | $64.9M | $64.9M | $0 | 4 | 0 |
| Feb 2023 | $64.9M | $64.9M | $0 | 4 | 0 |
| Feb 2023 | $64.9M | $64.9M | $0 | 4 | 0 |
| Jan 2023 | $64.9M | $64.9M | $0 | 4 | 0 |
DateMar 2025
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees4
Clients0