Essential Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Englewood, CO. Its latest Form ADV filing, dated March 30, 2026, reports $223M in regulatory assets under management, 3 employees, and 276 accounts.
Assets Under Management
$223M
Employees
3
Offices
--
Total Clients
79
Primary office
ENGLEWOOD, CO
7887 E BELLEVIEW AVE, SUITE 1275, ENGLEWOOD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.4% of total clients.
Top client categories% of clientsClients
1
HNWI
68.4%
54
2
Individuals
29.1%
23
3
Charitable
2.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of March 30, 2026
Discretionary95.5%
$213M
96% of total RAUM95.5%
Non-discretionary4.5%
$10M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$223M
Total Accounts276
10Y AUM Change+$128M (+134.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee26:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.