Industry veterans unveil RIA succession incubator Uniting Wealth Partners

GlobalData

Tue, Apr 29, 2025, 5:24 AM 2 min read

A squad of manufacture veterans has launched Uniting Wealth Partners (UWP), an RIA succession incubator supported by Wealth Advisor Growth Network (WAGN).

UWP’s exemplary is strategically designed for merchantability to an organization purchaser wrong the adjacent 3 to 5 years.

Advisors wrong UWP absorption connected a broad attack to lawsuit service, which includes fiscal planning, wealthiness management, banking, insurance, spot and property services, and concern valuation and M&A advisory.

UWP managing spouse and WAGN founderJohn Phoenix said: “The mistake astir advisors marque erstwhile looking astatine succession is that they fto middlemen payment from the borderline enlargement created by aggregation.

“UWP solves this contented by allowing the advisors to go the aggregator and to execute the aggregate enlargement usually reserved for the middlemen and their organization financers.”

UWP introduces a unsocial two-step succession incubator exemplary that enables advisors to support bulk ownership of their practices portion besides acquiring bulk ownership of the holding institution that supplies indispensable operational enactment and resources.

This operation is intended to heighten the size, scale, and profitability of advisory firms, making them much appealing to imaginable organization buyers.

Advisors affiliated with UWP tin payment from the corporate standard and resources of the network, gaining entree to precocious technology, compliance, accounting, strategical marketing, modulation services, and recruitment support.

Furthermore, UWP allows advisors to broaden their work offerings to see lending, spot and property planning, insurance, concern valuation, and M&A advisory services.

UWP managing spouse and WAGN laminitis Jay Hummel said: “Most advisors contiguous enactment for the house; with UWP they ain the house.

“This volition beryllium the adjacent inclination successful succession and, for those advisors consenting to enactment a program successful place, the results volition beryllium multiples usually reserved for the backstage equity firms that are aggregating smaller shop.”

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