Seamless support. Sophisticated service. Results that scale.
UWC Wealth Management is not just an RIA platform—it is an extension of your team, your values, and your ambition. Built for elite independent advisors who are serious about growth, we provide the infrastructure, resources, and support you need to scale your practice—without adding operational complexity.
We believe advisors should spend their time doing what they do best: serving clients, growing relationships, and delivering real value. Everything else? That is where we come in.
What We Handle For You
Our full-service team becomes your back office. We take ownership of:
New Client Onboarding
From welcome emails to fully submitted paperwork and custodial funding, we create a white-glove experience from day one.
Custodian Paperwork
Our in-house experts manage all Schwab and third-party forms, ensuring accuracy, compliance, and fast turnaround.
Salesforce CRM
We clean, tag, and optimize your client data so it actually works for you.
Orion Reporting & Billing
We manage all performance reporting, drift alerts, fee billing, and dashboard oversight—while you stay out of the weeds.
Money Movement & Account Updates
Our team handles wires, ACHs, RMDs, standing instructions, and custodian communication.
Powered by Industry - Leading Technology
Our platform is built on Salesforce for CRM and Orion for performance reporting and billing. But unlike other RIAs that give you software and leave you to figure it out—we fully manage both systems on your behalf. You get the power without the platform fatigue.
Backed By UWC Private Equity Group (UWC PEG)
As part of the broader UWC PEG family, our advisors gain direct access to exclusive alternative investments, private market insights, and an OCIO team to help with custom portfolios and institutional-level oversight.
We are one of the few independent RIAs in the country that combine hands-on support, real investment access, and private equity-level operational infrastructure into one seamless platform.
Why Advisors Choose UWC WM
You want to grow, but you are tired of doing it all yourself
You want to offload operations, but not control
You want a sophisticated, compliant platform—but without the big-firm rigidity
You want your clients to experience a level of service that sets you apart
At UWC WM, you are not joining a firm. You are building something greater—with the full power of a team behind you.
Ready to Elevate Your Practice?
We would love to hear your story, walk you through our model, and explore whether UWC WM is the right fit for your next chapter.
