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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Uniting Wealth Partners have?","answer":"Uniting Wealth Partners has 11 investment adviser representatives registered with state securities authorities, out of 23 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Uniting Wealth Partners invest in?","answer":"At the end of its last fiscal year, Uniting Wealth Partners’ separately managed accounts held 54% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds, 3% cash and equivalents, 2% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar) and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Uniting Wealth Partners?","answer":"Uniting Wealth Partners is owned through a chain of holding companies by John Phoenix, Jay Hummel, Scott Shepherd, Randy Koontz, Rick Hadrava, and Alecia Fisher and Richard Dougherty. 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