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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 17

23EmployeesForm ADV

+2Talent net · 12 months2 in · 0 out

Regulatory AUM · Oct 3 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Net +2 · 2 incoming events · 0 outgoing events

Arrivals

Dana Cornell

Oct 2 · from Morgan Stanley

Kyle Kirk

Oct 2 · from Ameriprise

Departures

None tracked.

Network 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.

Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books

Moves · Oct 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners