ria
Uniting Wealth Partners
DENVER, CO
CRD: 332317
In PWD coverage since October 1, 2026 · 3 stories
$935MRegulatory AUMSEC Form ADV · Oct 3
23EmployeesForm ADV
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Departures
None tracked.
PWD coverage
Features
Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Concurrent announced its first platform purchase and HB Wealth closed a Texas deal this week as the June 2027 deadline makes sub-scale firms sale candidates.