UNITING WEALTH PARTNERS
SEC RegisteredClient-First. Comprehensive. Designed for you.
About the firm
Uniting Wealth Partners is an independent wealth management firm comprised of experienced, client-focused advisors. Utilizing sophisticated technology and operational support, strategic partners, and a wide range of solutions, our advisors help clients simplify and consolidate their financial lives so they feel confident in achieving their goals. As an SEC-registered Registered Investment Advisor (RIA), the firm is held to the highest fiduciary standard.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers holistic financial planning (including fee-based financial planning, philanthropic planning, tax planning, retirement planning, and business planning), wealth management (investment management, risk-conscious investing, access to traditional and alternative investments), banking and lending, insurance, trust and estate services, and business valuation and M&A.
Who they serve
Clients nationwide, served by advisors in every corner of the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 179 | $6.9M |
| High Net Worth Individuals | 651 | $788M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. UNITING WEALTH PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.