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UNIFY WEALTH MANAGEMENT LLC
UNIFY WEALTH MANAGEMENT, LLC
CRD 277063
185 N COLLEGE AVENUE, 2ND FLOOR, FORT COLLINS, CO, 80524, United States
Phone
970-484-9655
Fax
970-232-1475
Registration
— (—)
Source
State registered
Total AUM
$54.5M
Discretionary AUM
$54.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $9.5M |
| High net worth individuals | 12 | $19.2M |
| Pension/profit sharing plans | 34 | $25.8M |
All web addresses on file
Official SEC filing: View on IAPD