About Us
UWC Wealth Management is a full-service RIA platform designed for growth-minded advisors who are ready to scale—without the operational drag. Backed by the UWC Private Equity Group, we deliver concierge-level infrastructure, exclusive access to private investments, and a fully managed back-office team that runs on Salesforce and Orion.
From client onboarding to custodian paperwork, billing, reporting, and compliance—we handle it all so you can focus on what matters most: building deep relationships and growing your practice on your terms.
In the current financial services landscape, clients are often forced to juggle relationships with multiple professionals—CPAs, attorneys, advisors, mortgage officers, and more. This creates a fragmented experience, making it harder for clients to get the strategic insight they need. For advisors, this also means inefficient workflows, coordination challenges, and missed opportunities to add value across client relationships.
Investments
Lead Gen
Technology
Compliance
&
Operations
The Solution
Our firm is able to unify these relationships by offering a comprehensive, collaborative solution. By integrating the expertise of CPAs, attorneys, advisors, and other professionals under one coordinated framework, we streamline client experiences and provide seamless access to strategic insights. For advisors, this means improved workflows, enhanced coordination, and greater opportunities to deliver holistic value across all client relationships.
Technology
Compliance
&
Operations
Lead Gen
UWC Wealth
Management
Investments
In the current financial services landscape, clients are often forced to juggle relationships with multiple professionals—CPAs, attorneys, advisors, mortgage officers, and more. This creates a fragmented experience, making it harder for clients to get the strategic insight they need. For advisors, this also means inefficient workflows, coordination challenges, and missed opportunities to add value across client relationships.
Technology
Compliance
&
Operations
Lead Gen
Investments
Our firm is able to unify these relationships by offering a comprehensive, collaborative solution. By integrating the expertise of CPAs, attorneys, advisors, and other professionals under one coordinated framework, we streamline client experiences and provide seamless access to strategic insights. For advisors, this means improved workflows, enhanced coordination, and greater opportunities to deliver holistic value across all client relationships.
Investments
Lead Gen
Technology
Compliance
&
Operations
UWC Wealth Management
Key Advisor Benefits
Through UWC PEG, you gain access to exclusive private investment opportunities—private equity, credit, real estate, and more—typically reserved for institutions. We manage the full investment lifecycle, integrate reporting, and ensure compliance, so you can deliver differentiated solutions without added operational burden.
Alternative Investments Access & Administration
Our OCIO service gives you direct access to institutional portfolio management without building it in-house. Whether you want full discretionary support or a collaborative partner, our investment team handles strategy, construction, and communication—so you can scale confidently while staying aligned with your clients’ goals.
OCIO Services
We implement, manage, and optimize Orion Advisor Technology on your behalf. From branded client portals and billing automation to CRM integration and portfolio alerts, our in-house team ensures Orion runs smoothly—giving you institutional-grade tech without the complexity, training, or platform headaches.
Orion Technology Platform
We deliver a fully managed, white-glove onboarding experience that makes a lasting first impression. From CRM setup and custodian paperwork to client communication and money movement, we handle every detail behind the scenes—so your clients feel supported, and you stay focused on relationships, not operations.
New Client Onboarding
We eliminate the paperwork headaches that slow advisors down. Our in-house service team handles all custodian documentation—new accounts, transfers, updates—completing forms, coordinating signatures, and tracking every detail to ensure compliance. You never touch a form—we manage the entire process, start to finish.
Custodian Paperwork
Our CRM is powered by Salesforce and fully managed for financial advisors. We ensure clean data, automated workflows, and full visibility across your client pipeline—from lead tracking to segmentation—so everything stays organized, optimized, and up to date without manual input, letting you focus on growth, not systems.
Salesforce CRM Integration
Through UWC PEG, you gain access to exclusive private investment opportunities—private equity, credit, real estate, and more—typically reserved for institutions. We manage the full investment lifecycle, integrate reporting, and ensure compliance, so you can deliver differentiated solutions without added operational burden.
Alternative Investments Access & Administration
Our OCIO service gives you direct access to institutional portfolio management without building it in-house. Whether you want full discretionary support or a collaborative partner, our investment team handles strategy, construction, and communication—so you can scale confidently while staying aligned with your clients’ goals.
OCIO Services
We implement, manage, and optimize Orion Advisor Technology on your behalf. From branded client portals and billing automation to CRM integration and portfolio alerts, our in-house team ensures Orion runs smoothly—giving you institutional-grade tech without the complexity, training, or platform headaches.
Orion Technology Platform
We deliver a fully managed, white-glove onboarding experience that makes a lasting first impression. From CRM setup and custodian paperwork to client communication and money movement, we handle every detail behind the scenes—so your clients feel supported, and you stay focused on relationships, not operations.
New Client Onboarding
We eliminate the paperwork headaches that slow advisors down. Our in-house service team handles all custodian documentation—new accounts, transfers, updates—completing forms, coordinating signatures, and tracking every detail to ensure compliance. You never touch a form—we manage the entire process, start to finish.
Custodian Paperwork
Our CRM is powered by Salesforce and fully managed for financial advisors. We ensure clean data, automated workflows, and full visibility across your client pipeline—from lead tracking to segmentation—so everything stays organized, optimized, and up to date without manual input, letting you focus on growth, not systems.
Salesforce CRM Integration
Extensive pipeline of warm leads to accelerate your growth.
Built in High Value Network
From traditional portfolios to private equity opportunities.
Diverse Investment Offerings
Powered by Orion TAMP for operational excellence.
Cutting Edge Technology
Competitive terms designed for long term growth.
Advisor-Friendly Fee Agreements
RIA compliance built to actually help advisors, not get in the way.
Pro-Business Compliance
Outsource your portfolio construction to the best in the world.
OCIO Services
Ongoing training and collaborative support.
