Managing Partner · Uniting Wealth Partners
John G. Phoenix
CRD 2166774 · Named on Form ADV at one SEC-registered adviser
At a glance
Uniting Wealth Partners, an SEC-registered wealth manager based in Denver, CO with $935 million in regulatory assets, lists John G. Phoenix on its Form ADV as Managing Partner, a control person.
Firms and roles
- Uniting Wealth PartnersManaging PartnerWealth manager · Denver, CO · $935M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jay W. HummelManaging Partner, Uniting Wealth Partners
- Scott H. ShepherdManaging Partner, Uniting Wealth Partners
- Jill B. RakowskiChief Compliance Officer, Uniting Wealth Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.