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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2024
- Office Locations
- 8
Office Locations
About Uniting Wealth Partners
Uniting Wealth Partners is an SEC-registered independent RIA providing holistic financial planning and wealth management, including banking/lending, insurance, trust & estate planning, and business valuation/M&A support. The firm serves clients nationally through a growing advisor network and uses an Envestnet client portal. Investment work emphasizes asset allocation and risk management, with significant use of ETFs and public funds.
Team overview
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Client Personas
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Investment Vehicles
Platform
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Technology
Owner & Executives
JAY WILLIAM HUMMEL
Managing Partner, Wealth Advisor
- CRD
- #5941647
- Ownership
- Less than 5%
JOHN GRAHAM PHOENIX
Managing Partner
- CRD
- #2166774
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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BRADLEY JOHN BLANKENSHIP
Senior Wealth Advisor
- CRD
- #4760143
Dana Louis Cornell
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5022202
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $928,724,975 | $398,937 |
| Non-Discretionary | $5,903,856 | $655,984 |
| Total | $934,628,831 | $399,927 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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