$100.7M Total AUM
$100.7M Disc. AUM
-- 3Y CAGR
4 Employees
84 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 04-24-2013
- Office Locations
- 2
Office Locations
143 E 10th Street Durango CO
-- Manhattan KS
About Priority Financial Partners
Priority Financial Partners is a fee-only RIA providing wealth management plus comprehensive financial, retirement, tax, and estate planning for individuals and families. The firm emphasizes evidence-based, financial-science-driven portfolio construction and tax optimization, with unlimited access to a dedicated advisor. Custody includes Charles Schwab.
Team overview
35 AVG AGE
$50.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Summit Horizon meridian Atlas value
Custodian
Peak
Investment Themes
Delta value Unison capital
Investment Vehicles
Prime optima
Services
Legacy insight Eagle catalyst Wave atlas Matrix unison Oak Timber matrix
Technology
Quantum
Owner & Executives
T
TRENT DOUGLAS PORTER
President, Wealth Manager
- CRD
- #5273644
- Ownership
- 75% or more
(872) 830-8634
vital.peak@vectorcapital.com
in linkedin.com/in/glacier-optima
DEREK RICHARD LAWSON
Chief Compliance Officer, Chief Investment Officer, Financial Advisor
- CRD
- #5892074
- Ownership
- Less than 5%
(954) 892-7518
element.optima@vertexcapital.com
in linkedin.com/in/frontier-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,692,695 | -- |
| Non-Discretionary | $24,516 | -- |
| Total | $100,717,211 | -- |
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Separately Managed Accounts
Total SMA Asset: $100,717,211
Public Funds:
24.3% Equity - Exchange:
37.2% Cash:
16.4% U.S. Government/Agency:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $700,566,602 | 24.3% |
| Equity - Exchange | $1,072,472,329 | 37.2% |
| Cash | $472,810,381 | 16.4% |
| U.S. Government/Agency | $637,140,819 | 22.1% |
| Total | $2,882,990,131 | 100.0% |