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UNITING WEALTH PARTNERS

DENVER, CO · CRD 332317 · IAPD ↗ · unitingwealthpartners.com · 720-706-7180

$934.6MRegulatory AUM
11Advisory reps
23Employees
0Clients
1-10Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — UNITING WEALTH PARTNERS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
July 2026 — UNITING WEALTH PARTNERS notice-filed in GA, MN, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2026 — UNITING WEALTH PARTNERS notice-filed in CA, CO, NC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — UNITING WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — UNITING WEALTH PARTNERS now reports custody of client assets ($55.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
April 2026 — UNITING WEALTH PARTNERS reported RAUM up 72% ($544.7M -> $934.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2026 — UNITING WEALTH PARTNERS grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
December 2025 — UNITING WEALTH PARTNERS moved its main office from MISSION, KS to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
51
December 2025 — UNITING WEALTH PARTNERS notice-filed in AZ, FL, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — UNITING WEALTH PARTNERS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2025 — UNITING WEALTH PARTNERS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — UNITING WEALTH PARTNERS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — UNITING WEALTH PARTNERS notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
February 2025 — UNITING WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
44
December 2024 — UNITING WEALTH PARTNERS notice-filed in LA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — UNITING WEALTH PARTNERS added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
December 2024 — UNITING WEALTH PARTNERS grew from 0 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
December 2024 — UNITING WEALTH PARTNERS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
46
November 2024 — UNITING WEALTH PARTNERS notice-filed in AR, KS, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
October 2024 — UNITING WEALTH PARTNERS (MISSION, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.