Uncommon Wealth Partners

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

3914 SW Sawgrass Pkwy, Ankeny, Iowa, 500...

Phone Number

(515) 650-3009

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
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2
2

About Uncommon Wealth Partners

Uncommon Wealth Partners is a financial advisory firm based in Ankeny, IA, offering services in financial planning, coaching, and money management. They provide personalized strategies to help clients achieve financial freedom and reach their goals. The firm caters to individuals and businesses seeking guidance in defining their financial paths and making strategic investments. Their approach emphasizes a unique and customized plan tailored to each client's passions and needs.Explore more
Uncommon Wealth Partners's Social MediaPopular SearchesUncommon Wealth Partners LLCUncommon Wealth PartnersUncommon Wealth Fund LLCUncommon Wealth LLCFirst Uncommonwealth Banque LLCSIC Code 62,628NAICS Code 52,523Show more

Uncommon Wealth Partners Org Chart

PhoneEmail
CK
United States flag for contact location.

Director, Administration

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Uncommon Wealth Partners

<$5M
1-10
Private
-
2013
CK
Cody KowalskiDirector, Administration
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Uncommon Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Uncommon Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Uncommon Wealth Partners.

Uncommon Wealth Partners Tech Stack

A closer look at the technologies used by Uncommon Wealth Partners

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Frequently Asked Questions Regarding Uncommon Wealth Partners

What is Uncommon Wealth Partners's official website?
Uncommon Wealth Partners's official website is www.uncommonwealth.com
What is Uncommon Wealth Partners's Revenue?
Uncommon Wealth Partners's revenue is <$5 Million
What is Uncommon Wealth Partners's SIC code?
Uncommon Wealth Partners's SIC: 62,628
What is Uncommon Wealth Partners's NAICS code?
Uncommon Wealth Partners's NAICS: 52,523
How many employees does Uncommon Wealth Partners have?
Uncommon Wealth Partners has 1-10 employees
What industry does Uncommon Wealth Partners belong to?
Uncommon Wealth Partners is in the industry of: Finance, Securities Trading
What is Uncommon Wealth Partners competition?
Uncommon Wealth Partners top competitors include: Eppolito Financial Strategies, VISTA Wealth Strategies, Vibrance Wealth Management, Chronos Wealth Management
What technology does Uncommon Wealth Partners use?
Some of the popular technologies that Uncommon Wealth Partners uses are: WordPress.org, PHP, DNSimple, Smarsh
How do I contact Uncommon Wealth Partners?
Uncommon Wealth Partners contact info: Phone number: (515) 650-3009 Website: www.uncommonwealth.com
What does Uncommon Wealth Partners do?

Uncommon Wealth Partners is a financial advisory firm based in Ankeny, IA, offering services in financial planning, coaching, and money management. They provide personalized strategies to help clients achieve financial freedom and reach their goals. The firm caters to individuals and businesses seeking guidance in defining their financial paths and... making strategic investments. Their approach emphasizes a unique and customized plan tailored to each client's passions and needs.Read More

What are Uncommon Wealth Partners social media links?
Uncommon Wealth Partners Linkedin page Uncommon Wealth Partners Twitter page Uncommon Wealth Partners Facebook page
Is Uncommon Wealth Partners a public company?
Uncommon Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Uncommon Wealth Partners

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