Wealth manager, independent · Englewood, CO
Essential Investment Partners, LLC
SEC-registered investment adviser · CRD 149509 · SEC 801-70121
At a glance
Essential Investment Partners, LLC is an SEC-registered investment adviser based in Englewood, Colorado, with $223 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 77 individual clients. By Form ADV it is a wealth manager, ranked 5,416th of 8,915 wealth managers and 11,692nd of 17,210 SEC-registered advisers by assets.
Main office 303-333-8498essentialinvestment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $223M
- Rank among wealth managers
- #5,416 of 8,915
- Rank among all SEC RIAs
- #11,692 of 17,210
- Rank in Colorado
- #228 of 359
- Individual clients
- 77
- High-net-worth clients
- 54
- Accounts
- 276
- Discretionary
- 96% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Jonathan F. ZeschinPartner, Chief Executive Officer
- Michael K. HainesPartner, Chief Investment Officer
- Kelly A. SumnerChief Compliance Officer
Custody and brokerage
Custodian
Essential Investment Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 54 | $201M | 90% |
| Charitable organizations | 2 | $12M | 5% |
| Individuals | 23 | $11M | 5% |
Disciplinary disclosures
Essential Investment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗essentialinvestment.com ↗
AtlasMembers
The full record on Essential Investment Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,170 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Essential Investment Partners, LLC manage?
Essential Investment Partners, LLC reports $223 million in regulatory assets under management across 276 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Essential Investment Partners, LLC?
Essential Investment Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Essential Investment Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($201 million, 54 clients); charitable organizations ($12 million, 2 clients); individuals ($11 million, 23 clients).
Does Essential Investment Partners, LLC have any disciplinary history?
Essential Investment Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Essential Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →