Unity Wealth Partners

RIASEC RegisteredEst. 2024

Total AUM

$7.1M

Discretionary

$7.1M

100% of AUM

Avg account

$338K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 316222
Registered since: May 29, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals82.68%
HNWI17.32%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Unity Wealth Partners is an independent RIA organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, using third-party managers for certain strategies. Fee arrangements include percent-of-AUM charges alongside fixed fees and other fee types. Unity Wealth Partners is SEC-registered (2024) and reports relationships with accountants and insurance firms; it also identifies itself as a sponsor/GP/managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser for its ADV filings.