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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 82 clients, or 27.3 clients per representative. That equates to $180.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Life Unlocked Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
No owner records available.
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Unlock allContacts
Aleksandar Kelly
--
- CRD
- #7862362
Lelamarie Kelly
Chief Compliance Officer
- CRD
- #7497581
Showing 2 of 3 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Life Unlocked Partners LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.