DBA: UNITING WEALTH PARTNERS
| Total AUM | $934.6M |
| Discretionary | $928.7M99% of AUM |
| Non-Discretionary | $5.9M |
| Client Accounts | 2,337 |
| Avg Account Size | $400K |
| Employees | 23 |
| Peak AUM | $934.6MMar 2026 |
Total AUM
$935M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $935M | +71.6% | — | — | |
| Discretionary AUM | $929M | ||||
| Total AUM | $934.6M |
| Discretionary | $928.7M |
| Employees | 23 |
| Client Accounts | 2337 |
| Client Range | 1-10 |
Address
240 SAINT PAUL STREET
DENVER CO 80206
Phone
720-706-7180
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$929M
99.4% of AUM
Non-Discretionary
$6M
0.6% of AUM
Disc. mix ▲ 8.9pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $6M | 88.6% | — | — |
| Total Accounts | 2k | +75.2% | — | — |
| Avg Account Size | $399,926.757 | 2.1% | — | — |
| Employees | 23 | +109.1% | +369.3% | — |
| AUM / Employee | $41M | 17.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $795M | +75.5% | — | — | |
| Institutional AUM | $140M | +54.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 179 | 62.0% | — | — | |
| Institutional | 24 | +118.2% | — | — | |
| Individuals | 651 | +1346.7% | — | — | |