Financial Advisor IQ: Industry Veterans Launch RIA Succession Incubator

  • News

Financial Advisor IQ shared news of the launch of Uniting Wealth Partners, noting our revolutionary approach for advisors in facilitating growth, maximizing firm value, and creating a succession plan on their terms.

The article calls out a key advantage of the new model:

“This will be the next trend in succession and, for those advisors willing to put a plan in place, the results will be multiples normally reserved for the private equity firms that are aggregating smaller shops,” fellow Uniting Wealth Partners managing partner Jay Hummel added.

Read the full article here: www.financialadvisoriq.com/c/4840894/638954/industry_veterans_launch_succession_incubator

Investment News: New RIA aggregator Uniting Wealth Partners gives majority ownership to advisors
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5201 Johnson Drive

Mission, KS 66205

5201 Johnson Drive
Mission, KS 66205

Uniting Wealth Partners, LLC (“Uniting Wealth Partners”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Uniting Wealth Partners is a wholly owned subsidiary of Wealth Advisor Growth Network LLC. Uniting Wealth Partners provides investment advisory and related services for clients nationally. Uniting Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Uniting Wealth Partners conducts business, as applicable. Uniting Wealth Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. For current information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with our CRD # 332317.