UNIONVIEW, LLC
Legal name: UNIONVIEW WEALTH PARTNERS
CRD #304462 SEC #801-116968 SEATTLE, WA 206-708-1048
SEC Registered
Total AUM
$291.5M
Discretionary
$288.6M
Employees
3
Clients
51
Accounts
564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $291.5M | $288.6M | $2.8M | 3 | 0 |
| Feb 2024 | $262.6M | $260.1M | $2.6M | 3 | 0 |
| Mar 2023 | $238.5M | $236M | $2.6M | 4 | 0 |
| Mar 2023 | $238.5M | $236M | $2.6M | 4 | 0 |
| Feb 2022 | $267.8M | $265.1M | $2.7M | 4 | 0 |
| Mar 2021 | $229.7M | $226.6M | $3.1M | 3 | 0 |
| Oct 2020 | $201.2M | $198.4M | $2.9M | 4 | 0 |
| Aug 2020 | $201.2M | $198.4M | $2.9M | 4 | 0 |
| Jun 2020 | $201.2M | $198.4M | $2.9M | 4 | 0 |
| Mar 2020 | $201.2M | $198.4M | $2.9M | 4 | 0 |
| Nov 2019 | $205.6M | $202.8M | $2.9M | 3 | 0 |
| Nov 2019 | $205.6M | $202.8M | $2.9M | 3 | 0 |
DateFeb 2025
Total AUM$291.5M
Discretionary$288.6M
Non-Disc.$2.8M
Employees3
Clients0
DateFeb 2024
Total AUM$262.6M
Discretionary$260.1M
Non-Disc.$2.6M
Employees3
Clients0
DateMar 2023
Total AUM$238.5M
Discretionary$236M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2023
Total AUM$238.5M
Discretionary$236M
Non-Disc.$2.6M
Employees4
Clients0
DateFeb 2022
Total AUM$267.8M
Discretionary$265.1M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2021
Total AUM$229.7M
Discretionary$226.6M
Non-Disc.$3.1M
Employees3
Clients0
DateOct 2020
Total AUM$201.2M
Discretionary$198.4M
Non-Disc.$2.9M
Employees4
Clients0
DateAug 2020
Total AUM$201.2M
Discretionary$198.4M
Non-Disc.$2.9M
Employees4
Clients0
DateJun 2020
Total AUM$201.2M
Discretionary$198.4M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2020
Total AUM$201.2M
Discretionary$198.4M
Non-Disc.$2.9M
Employees4
Clients0
DateNov 2019
Total AUM$205.6M
Discretionary$202.8M
Non-Disc.$2.9M
Employees3
Clients0
DateNov 2019
Total AUM$205.6M
Discretionary$202.8M
Non-Disc.$2.9M
Employees3
Clients0