Uniting Wealth Partners

RIASEC RegisteredEst. 2024

Total AUM

$935M

Discretionary

$929M

99% of AUM

Avg account

$400K

Accounts

2,337

Employees

23

Advisory reps

18

Firm details

Headquarters: Denver, Colorado
CRD number: 332317
Registered since: September 27, 2024
Website: unitingwealthpartners.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.32%
Corporations / Businesses14.93%
Individuals0.74%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Uniting Wealth Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities54%
Public Funds/Mutual Funds35%
State & Local Bonds3%
Cash & Cash Equivalents3%
US Government Bonds2%

Owners & executives

3 of 3

Dana Cornell
Chief Executive OfficerCRD 5022202
Kristy Harrell
Chief Compliance OfficerCRD 2463967
Jill Rakowski
Chief Operating OfficerCRD 4676085

Contacts

3 of 15

Richard Dougherty
PartnerCRD 5271824
Aaron Jurgensmeyer
Managing Director and Senior Wealth AdvisorCRD 4269710
Karen Mcintyre
Managing Director & Senior Wealth AdvisorCRD 1029663

Unlock 12 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area: Denver-Aurora, CO
Region: West
County: Denver
Address: 240 Saint Paul St
Time zone: MT (UTC-7)
Office locations

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