Rick Marlon Hadrava
Investment adviser representative at Uniting Wealth Partners
18 yearsExperience
1 stateRegistered in
$934.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Uniting Wealth Partners, LLCMar 2025 to now
- Scissortail Wealth Management, LLCApr 2022 to Mar 2025
- Epic Wealth Management, LLCJun 2018 to Apr 2022
- Raymond James & Associates, Inc.Mar 2008 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (OK).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2405743
- Firm CRD
- 332317