John Graham Phoenix
Managing PartnerUniting Wealth Partners LLCCRD 2166774
About John Graham Phoenix
John Graham Phoenix is listed as Managing Partner at Uniting Wealth Partners LLC in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%. John Graham Phoenix is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Uniting Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does John Graham Phoenix work?
John Graham Phoenix is listed as Managing Partner at Uniting Wealth Partners LLC on SEC Form ADV.
How much of Uniting Wealth Partners LLC does John Graham Phoenix own?
Form ADV reports a beneficial ownership band of Under 5%.
Uniting Wealth Partners LLC
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Wagn Advisory Services, LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Uniting Wealth Partners LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |
Wagn Advisory Services, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2007 |