CityWire: Exclusive: RIA consultants launch new aggregator majority-owned by advisors

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CityWire announced the launch of Uniting Wealth Partners, highlighting what makes our new aggregator appealing to broker-dealer-affiliated advisors and RIAs alike: advisors will own the majority of the business.

“It’s really the only firm out there that is using aggregation to benefit the advisor and that has created a business that’s almost a co-op,” said John Phoenix, who serves as co-managing partner of Uniting Wealth Partners alongside Jay Hummel.

Read the full article here: citywire.com/ria/news/exclusive-ria-consultants-launch-new-aggregator-majority-owned-by-advisors/a2464609

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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.