UNITING WEALTH PARTNERS LLC of DENVER, CO is an SEC-registered investment adviser (CRD 332317). Regulatory assets under management: $934.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |