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Uniting Wealth Partners
DENVER, CO
CRD: 332317
In network coverage since October 1, 2026 · 3 stories
$935MRegulatory AUMSEC Form ADV · Oct 24
23EmployeesForm ADV
+2Talent net · 12 months2 in · 0 out
Regulatory AUM · Oct 3 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Departures
None tracked.
Network coverage
Features
Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
The moves span a Truist team in Charlotte, a seven-person UBS group in Ohio and a $1 billion Morgan Stanley advisor in Olean, New York.