Uncommon Wealth Partners, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 288676
· Ankeny, IA
· www.linkedin.com
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ADV data as of Jun 12, 2026
- Regulatory AUM
- $46.7M
- Discretionary
- $0
- Clients
- 234
- Avg AUM / client
- $200K
- Accounts
- 234
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 218 | $34.3M | 73.3% |
| High net worth individuals | 5 | $9.5M | 20.3% |
| Pension and profit sharing plans | 1 | $1.3M | 2.78% |
| Charitable organizations | 1 | $1.2M | 2.57% |
| Corporations and other businesses | 9 | $450K | 0.96% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phillip Todd Ramsey | Registered representative | Jun 2017 (9y) | ||
| Cody Kowalski | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • REFERRALS TO THIRD-PARTY MONEY MANGERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $37.1M (79% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗