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UNITED ETHOS WEALTH PARTNERS, LLC
UNITED ETHOS WEALTH PARTNERS, LLC
ROCKWALL, Texas
·
1 registered advisor
·
CRD# 323762
SEC# 801-128234
0
844-413-8467
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 Planning
Investment Management
04
Advisors at UNITED ETHOS WEALTH PARTNERS, LLC
1 registered advisor
Joshua Isaiah Wilson
ROCKWALL, Texas
CRD# 5279243
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
.