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UNEST ADVISERS, LLC
CRD 308125 · SEC 801-118574
221 S. 2ND STREET, LARAMIE, WY, 82070, United States
Phone
(818) 275-0041
Fax
(818) 949-1880
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$45.6M
Discretionary AUM
$45.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20394 | $45.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD