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Essential Investment Partners, LLC

Essential Investment Partners, LLC. CRD 149509

E

CRD: 149509

Essential Investment Partners, LLC

Englewood, CO, 80111
3033338498
www.essentialinvestment.com
$223.0M Total AUM
$213.0M Disc. AUM
10.0% 3Y CAGR
3 Employees
158 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท JP Morgan
Clients
Retail and Institutional
Platforms
--
Established Date
04-01-2009
Office Locations
1

Office Locations

7887 E Belleview AVE Suite 1275 Englewood CO

About Essential Investment Partners, LLC

Essential Investment Partners is an independent, fee-only wealth manager and investment counsel serving individuals, families, and foundations. The firm provides tailored financial planning and discretionary portfolio management, often using ETFs and public funds. Founded in 2001 by Jon Zeschin, the partnership expanded in 2019 with CIO Michael Haines; client assets are custodied at Fidelity/NFS.

Team overview

66 AVG AGE
$111.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Atlas Pathway Legacy Crest

Client Personas

Ridge

Custodian

North

Investment Themes

Unison pioneer

Investment Vehicles

Prime Beacon vector

Platform

Vital beacon

Services

Summit Optima Insight meridian Optima wave Pathway horizon Alpha

Owner & Executives

M

MICHAEL KENNETH HAINES

Chief Investment Officer, PARTNER, Principal

CRD
#2005250
Ownership
Less than 5%
(840) 913-2399
capital.oak@horizoncapital.com
in linkedin.com/in/beacon-peak
K

KELLY ANN SUMNER

Certified Financial Planner, Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(893) 695-4243
harbor.ember@catalystcapital.com
in linkedin.com/in/capital-zenith
C

Catalyst frontier

Catalyst crest

CRD
#31499
Ownership
39.4%
(357) 265-5687
summit.peak@foundationcapital.com
in linkedin.com/in/glacier-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-10-2022
03-08-2023
03-19-2024
03-27-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $212,993,981 $774,524
Non-Discretionary $9,972,352 $9,972,352
Total $222,966,333 $807,849

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Separately Managed Accounts

Total SMA Asset: $222,966,333

$223.0M Total SMA
Public Funds:
24.1%
Equity - Exchange:
14.4%
Corporate - Investment Grade:
10.3%
Cash:
51.2%
Asset class Assets Assets %
Public Funds $1,290,530,309 24.1%
Equity - Exchange $771,105,247 14.4%
Corporate - Investment Grade $551,554,448 10.3%
Cash $2,741,707,545 51.2%
Total $5,354,897,549 100.0%

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