Kyle Kirk
Uniting Wealth Partners · Denver, Colorado
Kyle Kirk is a fee-only financial advisor at Uniting Wealth Partners in Denver, Colorado, who holds the CFP credential. Uniting Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kyle →
Facts
| Firm | Uniting Wealth Partners |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $934.6M across 2,337 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7260102 |
| Exams passed | Series 63 (2021) · Series 66 (2022) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | unitingwealthpartners.com |
How Kyle's firm compares
- Uniting Wealth Partners's average account is about $400,000, from its Form ADV (assets managed divided by 2,337 accounts).
Request an introduction to Kyle
Tell Kyle a little about what you're looking for. Kyle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kyle
Is Kyle Kirk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Uniting Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Uniting Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kyle Kirk based?
Kyle Kirk is based in Denver, Colorado.
What credentials does Kyle Kirk hold?
Kyle Kirk holds the CFP credential.
Is Kyle Kirk registered with the SEC?
Yes. Kyle Kirk is registered as an investment adviser representative in NY (CRD 7260102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uniting Wealth Partners manage?
Uniting Wealth Partners reports $934.6M across 2,337 accounts in assets under management.
How do I contact Kyle Kirk?
Through Kyle's website, unitingwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.