L
$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
3 Employees
82 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-2022
- Office Locations
- 1
Office Locations
-- Venice CA
About Life Unlocked Partners LLC
Life Unlocked Partners is an independent, fee-only fiduciary wealth management firm providing comprehensive planning and strategic investment counsel focused on risk management and sustainable, goal-based wealth growth. Client portfolios are primarily implemented with ETFs, and the firm custodies with Charles Schwab—details that support a transparent, conflict-minimized advisory relationship.
Team overview
63 AVG AGE
$4.9M AVG AUM / ADVISOR
$180.2K AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
North value Ridge Horizon radial North unison Timber
Client Personas
Capital foundation
Investment Themes
Zenith delta Quantum unison
Investment Vehicles
Vector wave
Services
Eagle Ridge Meridian Pathway Pathway Momentum
Owner & Executives
No owner records available.
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Unlock allContacts
A
Aleksandar Kelly
--
- CRD
- #7862362
(281) 641-4695
momentum.beacon@vitalcapital.com
in linkedin.com/in/legacy-horizon
L
Lelamarie Kelly
Chief Compliance Officer
- CRD
- #7497581
(214) 588-7220
value.value@momentumcapital.com
in linkedin.com/in/delta-insight
P
Pioneer ridge
Signal value
- CRD
- #98329
(521) 381-1026
element.quantum@capitalcapital.com
in linkedin.com/in/legacy-element
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,774,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,774,382 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,774,382
Equity - Exchange:
22.6% Cash:
77.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,009,206,144 | 22.6% |
| Cash | $6,881,086,528 | 77.4% |
| Total | $8,890,292,672 | 100.0% |