Unity Wealth Partners LLC

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Assets, Funds, Holdings

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Unity Wealth Partners LLC
CRD #316222
SEC #801-130370
CIK #
AUM $7.8 MM (2024-07-25)
Employees 3 (100% Investors, 0% Brokers)
Phone949-688-0928
Address4050 W Metropolitan Dr
Orange, CA 92868
Source [IAPD] [Website]
Total AUM ($MM)
10.08.06.04.02.00.02009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 17 3.6
(b) Individuals (high net worth individuals) 10 4.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 27 7.8
By Discretionary
Discretionary 25 7.6
Non-Discretionary 2 0.2
Total 27 7.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.8
Total 27 7.8
Comparable Firms State AUM ($BB)
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NC 0.0
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Concreit Fund Management LLC
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Blue Ocean Investment Partners Limited
0.0
Clarivor LLC
NY 0.0
Honeytree Investment Management Ltd
0.0
Pacific Equity LLC
0.0
Wealthspan Investment Management LLC
MI 0.0
Alveo Wealth Management LLC
0.0
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