|
⚲
|
| Message |
|---|
| I'm in the process of updating the data!! apologies for any slow speeds! |
| Unity Wealth Partners LLC
✚
| |
|---|---|
| CRD # | 316222 |
| SEC # | 801-130370 |
| CIK # | |
| AUM | $6.5 MM (2025-06-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 949-688-0928 |
| Address | 4050 W Metropolitan Dr Orange, CA 92868 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.2 |
| (b) Individuals (high net worth individuals) | 13 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 6.5 |
| By Discretionary | ||
| Discretionary | 20 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 20 | 6.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
|
Empiric Institutional LLC
✚
|
TX | 0.0 |
|
Concreit Fund Management LLC
✚
|
WA | 0.0 |
|
Tinderwealth LLC
✚
|
0.0 | |
|
Taylor Frigon Family Office LLC
✚
|
AZ | 0.0 |
|
Alpha-Lab Asset Management Inc
✚
|
0.0 | |
|
Patel Capital Management LLC
✚
|
0.0 | |
|
Oak Creek Private Wealth Management LLC
✚
|
OK | 0.0 |
|
WealthJar Investment Advisory LLC
✚
|
HI | 0.0 |
|
Bloomsbury Asset Management LLP
✚
|
0.0 |