Oklahoma City, OK Office

Team
Updated today
Uniting Wealth Partners logo

Uniting Wealth Partners

Team

Firm-wide stats for Uniting Wealth Partners

Total advisors

15

Across 6 offices

Clients per advisor

55 Typical

Avg AUM per client

$957,905 Typical

HNW client ratio

78% Very High

About

Uniting Wealth Partners provides wealth management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, businesses and charitable organizations. The firm also offers investment consulting to brokerage customers of Mutual Securities, Inc. and may recommend products offered by affiliated Network Advisors.

Portfolios are typically built with low‑cost, diversified mutual funds and ETFs but may include individual stocks, bonds, options, REITs and alternative investments as appropriate, using fundamental, technical, cyclical and charting analysis. Investment solutions are generally long‑term oriented and can be implemented directly or, when appropriate, through unaffiliated Independent Managers with ongoing oversight by the firm.

Several aspects distinguish Uniting Wealth Partners from many peers: it was founded in 2024 and is a subsidiary within the WAGN network with ownership ties to PWM PartnerCo and Echelon Wealth Advisors, allowing it to integrate Network Advisors and Network Providers under disclosed conflict controls. The firm operates from six offices, manages approximately $935 million (mostly on a discretionary basis), and maintains consulting arrangements with a brokerage firm and institutional relationships with custodians that provide operational and technology support.

Based on Uniting Wealth Partners

Expertise

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies

Based on Uniting Wealth Partners

Location

6303 Waterford Blvd, Suite #125

Oklahoma City OK 73118

Advisors at this office

3

Advisors at this office

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Rick H

Series 63, Series 65

Oklahoma City, OK

Uniting Wealth Partners

Rick Hadrava is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Scissortail Wealth Management, Epic Wealth Management, and Raymond James & Associates. In addition to his advisory role, Hadrava is a managing partner of a small business consulting firm and an advisory board member for an organization focused on entrepreneurial skill development, as well as the author of the book *Beyond Wealth*. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, and other securities, managing approximately $935 million across multiple offices.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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John K

Series 63, Series 65

Oklahoma City, OK

Uniting Wealth Partners

John Kazanjian is a financial advisor with Uniting Wealth Partners in Oklahoma City, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Raymond James & Associates for 12 years. Kazanjian serves as an arbitrator for industry-related disputes. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diverse investment approach using low-cost mutual funds, ETFs, and other securities, with a long-term orientation and oversight of unaffiliated Independent Managers when appropriate.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar

Kip N

Series 65

Oklahoma City, OK

Uniting Wealth Partners

Kip Nichols is a financial advisor at Uniting Wealth Partners with a Series 65 designation and approximately one year of industry experience. Prior to joining the firm, he worked at IMBCR and held various roles during his time at the University of Oklahoma. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified mutual funds and ETFs, and it operates within a broader network that supports its consulting and operational capabilities.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
View complete list of advisors at this office
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