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| Keyboard |
| Unity Wealth Partners LLC
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|---|---|
| CRD # | 316222 |
| SEC # | 801-130370 |
| CIK # | |
| AUM | 7.1 M (2026-06-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-688-0928 |
| Address | 2901 W Coast Hwy Newport Beach, CA 92663 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.9 |
| (b) Individuals (high net worth individuals) | 11 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 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 | 21 | 7.1 |
| By Discretionary | ||
| Discretionary | 21 | 7.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 21 | 7.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
NY | 8.1 M |
|
Alpha-Lab Asset Management Inc
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8.0 M | |
|
Blue Ocean Investment Partners Limited
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7.7 M | |
|
Channel Investment Partners LLC
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7.6 M | |
|
CornerStone Advisors LLC
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|
AR | 7.2 M |
|
Berlin Jonathan Antonio MEZA
✚
|
7.1 M | |
|
Gray Lion Capital LLC
✚
|
7.0 M | |
|
Acorn Asset Management LLC
✚
|
NJ | 6.6 M |
|
Newday Funds Inc
✚
|
CT | 6.5 M |
|
WealthJar Investment Advisory LLC
✚
|
HI | 6.4 M |