|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealthunite Advisors LLC
✚
|
|
|---|---|
| CRD # | 285807 |
| SEC # | 801-114437 |
| CIK # | |
| AUM | $56.5 M (2025-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-805-2024 |
| Address | 222 Broadway New York, NY 10038 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 10.6 |
| (b) Individuals (high net worth individuals) | 31 | 46.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 56.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 64 | 56.5 |
| Total | 64 | 56.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.6 | |
| United States Persons | 44.9 | |
| Total | 64 | 56.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
John T McCarthy LLC
✚
|
0.1 | |
|
GPS Financial LLC
✚
|
NY | 0.1 |
|
GA Pincus Funds LLC
✚
|
0.1 | |
|
Shope Financial Planning Inc
✚
|
NY | 0.1 |
|
Saperston Legacy Advisors Inc
✚
|
NY | 0.1 |
|
Prince Financial Advisory LLC
✚
|
NY | 0.1 |
|
Silver Advisors LLC
✚
|
NY | 0.1 |
|
Exclusive Resource Management LLC
✚
|
NY | 0.1 |
|
J Mandwelle Capital Strategies LLC
✚
|
0.1 | |
|
Alpha RIA LLC
✚
|
NY | 0.1 |