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UNITY WEALTH PARTNERS

UNITY WEALTH PARTNERS LLC

CRD 316222 · SEC 801-130370

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2901 W. COAST HWY., SUITE 251, NEWPORT BEACH, CA, 92663, United States

Phone

(949) 688-0928

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.1M

Discretionary AUM

$7.1M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; SHARES IN FEES PAID TO THIRD PARTY ADVISERS

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals10$5.9M
High net worth individuals11$1.2M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD