WEALTHUNITE ADVISORS, LLC
CRD #285807 SEC #801-114437 NEW YORK, NY (516) 805-2024
SEC Registered
Total AUM
$56.5M
Discretionary
$0
Employees
1
Clients
10
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $56.5M | $0 | $56.5M | 1 | 0 |
| Aug 2024 | $47.4M | $0 | $47.4M | 1 | 0 |
| Mar 2024 | $47.4M | $0 | $47.4M | 1 | 0 |
| Mar 2023 | $40.9M | $0 | $40.9M | 1 | 0 |
| Mar 2023 | $40.9M | $0 | $40.9M | 1 | 0 |
| Dec 2022 | $47.3M | $0 | $47.3M | 1 | 0 |
| Feb 2022 | $47.3M | $0 | $47.3M | 1 | 0 |
| Oct 2021 | $41.3M | $0 | $41.3M | 1 | 0 |
| Oct 2021 | $41.3M | $0 | $41.3M | 1 | 0 |
| Apr 2021 | $41.3M | $0 | $41.3M | 1 | 0 |
| Mar 2021 | $41.3M | $0 | $41.3M | 1 | 0 |
| Mar 2021 | $41.3M | $0 | $41.3M | 1 | 0 |
| Jun 2020 | $33.6M | $0 | $33.6M | 1 | 45 |
| Mar 2020 | $33.6M | $0 | $33.6M | 1 | 45 |
| Jan 2020 | $32M | $0 | $32M | 1 | 43 |
| Nov 2019 | $32.7M | $0 | $32.7M | 4 | 0 |
| Apr 2019 | $32.7M | $0 | $32.7M | 4 | 0 |
| Feb 2019 | $49.8M | $0 | $49.8M | 4 | 0 |
| Dec 2018 | $49.8M | $0 | $49.8M | 4 | 0 |
| Nov 2018 | $49.8M | $0 | $49.8M | 4 | 0 |
| Nov 2018 | $49.8M | $0 | $49.8M | 4 | 0 |
DateMar 2025
Total AUM$56.5M
Discretionary$0
Non-Disc.$56.5M
Employees1
Clients0
DateAug 2024
Total AUM$47.4M
Discretionary$0
Non-Disc.$47.4M
Employees1
Clients0
DateMar 2024
Total AUM$47.4M
Discretionary$0
Non-Disc.$47.4M
Employees1
Clients0
DateMar 2023
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees1
Clients0
DateMar 2023
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees1
Clients0
DateDec 2022
Total AUM$47.3M
Discretionary$0
Non-Disc.$47.3M
Employees1
Clients0
DateFeb 2022
Total AUM$47.3M
Discretionary$0
Non-Disc.$47.3M
Employees1
Clients0
DateOct 2021
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients0
DateOct 2021
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients0
DateApr 2021
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients0
DateMar 2021
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients0
DateMar 2021
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients0
DateJun 2020
Total AUM$33.6M
Discretionary$0
Non-Disc.$33.6M
Employees1
Clients45
DateMar 2020
Total AUM$33.6M
Discretionary$0
Non-Disc.$33.6M
Employees1
Clients45
DateJan 2020
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees1
Clients43
DateNov 2019
Total AUM$32.7M
Discretionary$0
Non-Disc.$32.7M
Employees4
Clients0
DateApr 2019
Total AUM$32.7M
Discretionary$0
Non-Disc.$32.7M
Employees4
Clients0
DateFeb 2019
Total AUM$49.8M
Discretionary$0
Non-Disc.$49.8M
Employees4
Clients0
DateDec 2018
Total AUM$49.8M
Discretionary$0
Non-Disc.$49.8M
Employees4
Clients0
DateNov 2018
Total AUM$49.8M
Discretionary$0
Non-Disc.$49.8M
Employees4
Clients0
DateNov 2018
Total AUM$49.8M
Discretionary$0
Non-Disc.$49.8M
Employees4
Clients0