$46.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
254 ADV. Clients
9 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-2017
- Office Locations
- 1
Office Locations
317 S Ankeny Blvd Ankeny IA
About Uncommon Wealth Partners, LLC
Uncommon Wealth Partners is a financial planning and investment management firm in Ankeny, Iowa, focused on building personalized, goal-based plans to help clients pursue financial freedom. The team emphasizes hands-on coaching for entrepreneurs and life transitions, pairing planning with portfolio construction using public funds such as mutual funds and ETFs. Custodied through LPL Financial.
Team overview
41 AVG AGE
$23.4M AVG AUM / ADVISOR
$183.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PHILLIP TODD RAMSEY
Chief Compliance Officer, Owner, President
- CRD
- #5981032
- Ownership
- Less than 5%
Available
Available
Available
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C
Cody Kowalski
--
- CRD
- #8212864
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $46,700,000 | -- |
| Total | $46,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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