Uniting Wealth Partners LLC
● SEC registered since 2024CRD 332317SEC# 801-131215Denver, CO
Reg. AUM
$934.6M
Employees
23
Accounts
2,337
Location
Denver, CO
Uniting Wealth Partners LLC assets under management
Uniting Wealth Partners LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2024. It reports $934.6 million in regulatory assets under management and employs 23 people.
Uniting Wealth Partners LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Echelon Wealth Advisors, LLC Control | Owner | 25-50% | 2026 |
| Jay William Hummel Control | Managing Partner | Under 5% | 2024 |
| Jill Boat Rakowski Control | Chief Compliance Officer | Under 5% | 2026 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Uniting Wealth Partners LLC manage?
Uniting Wealth Partners LLC reports $934.6 million in regulatory assets under management on its Form ADV.
How many employees does Uniting Wealth Partners LLC have?
Uniting Wealth Partners LLC reports 23 employees.
Where is Uniting Wealth Partners LLC located?
Uniting Wealth Partners LLC is based in Denver, CO and has been SEC-registered since 2024.
Does Uniting Wealth Partners LLC disclose fund performance?
Uniting Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 240 Saint Paul Street, Suite 300, Denver, CO 80206 |
| Phone | 720-706-7180 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$934.6M▲ 72%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$934.6Mregulatory AUM
Discretionary $928.7MNon-discretionary $5.9M