TIER ONE WEALTH MANAGEMENT

Legal name: FIRST SOURCE INVESTMENT PARTNERS, LLC

CRD 322893File 801-126595

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$154.0M

Bottom 25% of cohort (national)

Discretionary AUM

$154.0M

Clients

220

461 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Sep 19, 2022
Principal office: 9380 STATION STREET, SUITE 535, LONE TREE, CO, 80124
Phone: 303-858-0000
Website: https://www.tieronewm.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $154.0M
Discretionary AUM: $154.0M
Non-discretionary AUM: $0
Discretionary accounts: 461
Non-discretionary accounts: 0
Total accounts: 461
AUM per client: $700K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	60	$101.1M
Pension and profit sharing plans	Fewer than 5	$4.6M
Individuals (other than high net worth individuals)	158	$48.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.