Essential Investment Partners, LLC
Essential Investment Partners, LLC is an SEC-registered ria in Englewood, CO with $223.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Essential Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149509, SEC 801-70121, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $223.0M (2026-03-30)
- Firm type
- Ria
- Location
- Englewood, CO
- Employees
- 3
- Clients
- 79
- CRD
- 149509
- Ownership
- MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC.; ESSENTIAL ADVISERS, INC.; WEBSTER, MARCE, LYNN; ZESCHIN, JONATHAN, FREDERICK; PAUL, DONOVAN, JERALD
How much AUM does Essential Investment Partners, LLC have?
Essential Investment Partners, LLC reported $223.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Essential Investment Partners, LLC?
Disclosed owners and executives of Essential Investment Partners, LLC include MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC., ESSENTIAL ADVISERS, INC., WEBSTER, MARCE, LYNN, ZESCHIN, JONATHAN, FREDERICK, PAUL, DONOVAN, JERALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.