How long has your firm been in operation?
Our journey began in 2012 as the wealth management arm of Toroso Investments. By 2023, Toroso Investments had successfully expanded its reach, managing over $8 billion in assets under administration. As the firm evolved, there was a clear vision to carve out the Toroso Advisors division, giving it a distinct identity and dedicated leadership. This vision led to the introduction of Dr. Joshua I. Wilson, a seasoned leader with a proven track record of guiding firms to new heights and an innovative vision for the future of wealth management. Dr. Wilson founded United Ethos Wealth Partners in 2022. With the integration of Toroso Advisors and its experienced team into United Ethos, the continuity of our legacy blends seamlessly with a clearer, purpose-driven mission that puts our clients' beliefs at the center.