RIA Intel›Advisers›Iowa›UNCOMMON WEALTH PARTNERS, LLC

UNCOMMON WEALTH PARTNERS, LLC

Advisory

ANKENY, IA

Data as of Jun 12, 2026 · Source: SEC Form ADV

Rank in IA

#145

of 154 advisers by AUM

Average account

$200K

across 234 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$47M

Discretionary AUM$0

Non-Discretionary AUM$47M

Discretionary %0%

Total Clients234

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

234 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

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BALANCED INVESTMENT ADVISORS, LLC

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$49M

O'BRIEN AND ASSOCIATES, INC.

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