UNITING WEALTH PARTNERS LLC
Legal name: UNITING WEALTH PARTNERS
CRD #332317 SEC #801-131215 DENVER, CO 479-364-0686
SEC Registered
Total AUM
$544.7M
Discretionary
$492.8M
Employees
11
Clients
0
Accounts
1,334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $544.7M | $492.8M | $51.9M | 11 | 0 |
| Aug 2025 | $544.7M | $492.8M | $51.9M | 11 | 0 |
| May 2025 | $544.7M | $492.8M | $51.9M | 11 | 0 |
| Apr 2025 | $544.7M | $492.8M | $51.9M | 11 | 0 |
| Mar 2025 | $544.7M | $492.8M | $51.9M | 11 | 0 |
| Jan 2025 | $544.7M | $492.8M | $51.9M | 11 | 0 |
| Jan 2025 | $544.7M | $492.8M | $51.9M | 11 | 0 |
| Nov 2024 | $0 | $0 | $0 | 11 | 0 |
DateNov 2025
Total AUM$544.7M
Discretionary$492.8M
Non-Disc.$51.9M
Employees11
Clients0
DateAug 2025
Total AUM$544.7M
Discretionary$492.8M
Non-Disc.$51.9M
Employees11
Clients0
DateMay 2025
Total AUM$544.7M
Discretionary$492.8M
Non-Disc.$51.9M
Employees11
Clients0
DateApr 2025
Total AUM$544.7M
Discretionary$492.8M
Non-Disc.$51.9M
Employees11
Clients0
DateMar 2025
Total AUM$544.7M
Discretionary$492.8M
Non-Disc.$51.9M
Employees11
Clients0
DateJan 2025
Total AUM$544.7M
Discretionary$492.8M
Non-Disc.$51.9M
Employees11
Clients0
DateJan 2025
Total AUM$544.7M
Discretionary$492.8M
Non-Disc.$51.9M
Employees11
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0