UNITED ETHOS WEALTH PARTNERS, LLC

ROCKWALL, Texas·1 registered advisor·CRD# 323762
SEC# 801-1282340844-413-8467
01

Firm Overview

AUM
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNITED ETHOS WEALTH PARTNERS, LLC

1 registered advisor
Joshua Isaiah Wilson
ROCKWALL, Texas
05

Office Locations

ROCKWALL, Texas
1 advisor

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Data sourced from SEC Form ADV filings. UNITED ETHOS WEALTH PARTNERS, LLC (CRD# 323762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.