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Polaris Wealth Partners
Polaris Wealth Partners is a state-registered investment adviser in Denver, CO. The firm manages approximately $5 million in regulatory assets.
Overview
Polaris Wealth Partners is a state-registered investment adviser in Denver, CO. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2013
Location
Region
North America
Country
United States
City
Denver
Corporate office
Dublin, OH, United States
Principals
John Schuman
Managing Partner
Kyle Wood
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Polaris Wealth Partners?
Day-to-day investment decisions sit with Managing Partners John Schuman and Kyle Wood, who jointly lead manager selection and portfolio construction. Both are principals of the firm and appear to operate without a separate investment committee drawn from client families. This concentrated structure means allocator diligence and final commitment authority rest with the same small team.
Does Polaris invest directly or through funds?
Polaris overwhelmingly accesses alternatives through commingled fund commitments. Direct co-investments and special-purpose vehicles are not a central part of the firm's disclosed strategy. For real estate, the firm selects operating partners rather than acquiring properties directly, functioning as a limited partner allocating to experienced regional sponsors.
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