UNCOMMON WEALTH PARTNERS, LLC

UNCOMMON WEALTH PARTNERS, LLC of ANKENY, IA is an SEC-registered investment adviser (CRD 288676). Regulatory assets under management: $46.7M.

Registration

• CRD: 288676
• Type: Registered investment adviser
• Location: 317 S ANKENY BLVD, ANKENY, IA, 50023
• Phone: (515) 650-3009
• Latest filing: 2026-06-12
• Regulatory AUM: $46.7M
• Non-discretionary AUM: $46.7M
• Clients: 2
• Accounts: 234

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288676 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search