Be advised. This firm is no longer registered.

Shine Wealth Partners

Shine Wealth Partners (CRD# 106097) is a financial advisory firm headquartered in Lone Tree, CO. They manage $720,543,658 in 1,558 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9892 Rosemont Ave. Suite #100, Lone Tree, CO 80124
https://www.shineinvestments.com/
By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    1,558
    ACCOUNTS
  • Average Account Value
    $462,480
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Shine Wealth Partners
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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