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

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Investment News covered the launch of Uniting Wealth Partners in a recent article, highlighting how the new RIA structure will work and the benefits for firms facing the challenges of growth and succession.

In the article, John Phoenix shared: “We’re providing financing for tuck-ins for smaller advisors and giving those smaller advisors the ability to have the bigger multiple but also setting them up to be the next generation of the bigger firm.”

Read the full article here: www.investmentnews.com/rias/new-ria-aggregator-uniting-wealth-partners-gives-majority-ownership-to-advisors/260331

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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.