# Essential Investment Partners

Essential Investment Partners is a Bank / Wealth / Trust based in Englewood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Englewood, United States
- **Region:** North America
- **Address:** Englewood, CO, United States
- **Founded:** 2001
- **Assets under management:** 180 (Altss estimate)
- **Website:** essentialinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/essential-investment-partners-llc

## Regulatory record

- **CRD number:** 149509
- **SEC file number:** 801-70121
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149509

## About

Essential Investment Partners was established in 2001 as a Colorado-based wealth manager. It functions as a registered investment advisor. The firm provides investment advisory services that include financial planning, portfolio management, and tax planning. It advises individuals, family entities, and other entities. No dated operational events from the last 24 months appear in available records. The firm maintains a single headquarters location.

## Questions

### Who runs investment decisions at Essential Investment Partners?

No named principals or investment committee members are identified in public records.

### Does Essential Investment Partners participate in fund commitments or only direct deals?

Available information does not specify allocation between fund commitments and direct investments.

## Related profiles

- [Bush Wealth Management](https://altss.com/profile/bush-wealth-management)
- [Wates Family Holdings](https://altss.com/profile/wates-family-holdings)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/essential-investment-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology