# Uncommon Wealth Partners

Uncommon Wealth Partners is a Bank / Wealth / Trust based in Ankeny, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ankeny, United States
- **Region:** North America
- **Address:** Ankeny, IA, United States
- **Assets under management:** Undisclosed
- **Website:** uncommonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/uncommon-wealth-partners

## Regulatory record

- **CRD number:** 288676
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288676

## About

Uncommon Wealth Partners operates as a registered investment adviser based in Ankeny, Iowa. The firm provides financial planning, investment advisory, and risk management services, concentrating on individuals, families, and small-business owners rather than institutional allocators. Its service model combines goals-based planning with discretionary portfolio management, a structure typical of RIAs serving the mass-affluent and high-net-worth segments of the Midwest. The firm's investment posture centers on portfolio construction using ETFs, mutual funds, and individual securities. It emphasizes asset-allocation strategies calibrated to client retirement timelines, tax sensitivity, and sequence-of-returns risk. Unlike multi-family offices that pursue direct private investments or club deals, Uncommon Wealth Partners stays close to liquid, transparent markets. Its geographic footprint is concentrated in the Des Moines metropolitan area and surrounding Iowa communities. Privately held and leanly staffed, the firm's scale is that of a boutique advisory practice rather than a multi-billion-dollar platform. No adjacent vehicles such as venture arms, real-asset funds, or philanthropic foundations are publicly disclosed. No recent operational events, promotions, or structural changes from the last 24 months are a matter of public record. A structural differentiator is the firm's location itself. Ankeny sits within the Des Moines corridor, a market where large national wirehouses and bank-owned advisory platforms compete against a thinning number of independent RIAs. For clients who value a locally rooted fiduciary over a remote call-center relationship, the firm's proximity and community embeddedness constitute a genuine, if understated, moat.

## Questions

### What investment vehicles does the firm use for client portfolios?

The firm constructs portfolios using ETFs, mutual funds, and individual securities. There is no public record of the firm offering direct private investments, co-investment opportunities, or in-house proprietary funds.

### Does Uncommon Wealth Partners have a documented investment philosophy?

Based on its service description as an RIA, the firm's philosophy centers on goals-based financial planning, diversified asset allocation, and risk management. It does not publicize a single proprietary strategy but tailors portfolios to individual client circumstances — a common characteristic of independent planning-led advisers.

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Last updated: 2026-08-11T02:43:31.692Z

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