RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
DEXTER, GREGORY, ALLENIMEMBERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control
JETT, GARRET, THOMASIMEMBER, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (5)

CA CO FL NE TX

Address

9380 STATION STREET, SUITE 535
LONE TREE, CO 80124
United States
Phone: 303-858-0000