# Polaris Wealth Partners

Polaris Wealth Partners is a Multi Family Office based in Denver, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Dublin, OH, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** polariswealthpartners.com

## Regulatory record

- **CRD number:** 331678
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331678

## About

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.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Hedge Funds

## People

- John Schuman — Managing Partner
- Kyle Wood — Managing Partner

## 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.

## Related profiles

- [Poket Financial](https://altss.com/profile/poket-financial-llc)
- [Polen Capital Credit](https://altss.com/profile/polen-capital-credit-llc)

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Last updated: 2026-07-06T01:24:23.473Z

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