# UNITING WEALTH PARTNERS LLC

UNITING WEALTH PARTNERS LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 332317
- Type: SEC-registered investment adviser
- SEC file number: 801-131215
- Location: 240 SAINT PAUL STREET, SUITE 300, DENVER, CO, 80206
- Phone: 720-706-7180
- Latest filing: 2026-07-07
- Regulatory AUM: $934.6M
- Discretionary AUM: $928.7M
- Non-discretionary AUM: $5.9M
- Clients: 23
- Accounts: 2,337

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| John Graham Phoenix | MANAGING PARTNER; OWNER | — |
| Jay William Hummel | MANAGING PARTNER; OWNER | — |
| Scott Henry Shepherd | MANAGING PARTNER; OWNER | — |
| Kristy Sue Harrell | CHIEF COMPLIANCE OFFICER | — |
| PHOENIX JOHN GRAHAM | MANAGING DIRECTOR; MANAGING PARTNER; OWNER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| HUMMEL JAY WILLIAM | MANAGING DIRECTOR; MANAGING PARTNER; OWNER | — |
| Shepherd Scott Henry | MANAGING DIRECTOR; MANAGING PARTNER | — |
| HARRELL KRISTY SUE | CHIEF COMPLIANCE OFFICER | — |
| Jill Boat Rakowski | CHIEF COMPLIANCE OFFICER | — |
| Randy Scott Koontz | OWNER | — |
| Rick Marlon Hadrava | OWNER | — |
| Alecia Beth Fisher Dougherty | OWNER | — |
| Richard A Dougherty | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332317/similar
- Related entities: https://search.stillhousedata.com/firm/332317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332317

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.