WEALTHUNITE ADVISORS, LLC

CRD 285807 · SEC 801-114437

1129 NORTHERN BLVD, SUITE 404, MANHASSET, NY, 11030, United States

Phone

(516) 805-2024

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$63.1M

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Type	Clients	AUM
Individuals	12	$12.8M
High net worth individuals	36	$50.3M

NY, TX, FL

Official SEC filing: View on IAPD