Uncommon Wealth Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288676
- Website
- uncommonwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals73.34%
- HNWI20.34%
- Pension & Profit Sharing Plans2.78%
- Charitable Organizations2.57%
- Corporations / Businesses0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Uncommon Wealth Partners, LLC is an independent registered investment adviser structured as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and places client assets with third-party managers when appropriate, reflected in its advisory service set that includes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, fixed fees, and other arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds60%
- Investment Grade Corp Bonds13%
- State & Local Bonds12%
- US Government Bonds9%
- Exchange Traded Equities4%
Contacts
2 of 2
Phillip Ramsey
OwnerCRD 5981032
Cody Kowalski
Director of AdministrationCRD 8212864
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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