Life Unlocked Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 318642
- Website
- lifeunlockedpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73.26%
- Other21.08%
- Corporations / Businesses5.66%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Life Unlocked Partners LLC is an independent, domestic limited liability company that provides advisory services to both individuals/families and institutional clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with educational seminars and workshops. Its billing approach includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not marketed as an ESG-focused adviser, and it does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Lelamarie Kelly
General Counsel and Chief Compliance OfficerCRD 7497581
Mark Tennenbaum
Chief Executive OfficerCRD 7497529
Contacts
1 of 1
Aleksandar Kelly
Vice President of Client RelationsCRD 7862362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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