UNEST ADVISERS, LLC
CRD #308125 SEC #801-118574 LARAMIE, WY (818) 275-0041
SEC Registered
Total AUM
$35.7M
Discretionary
$35.7M
Employees
2
Clients
0
Accounts
19,144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $35.7M | $35.7M | $0 | 2 | 0 |
| Apr 2025 | $35.7M | $35.7M | $0 | 2 | 0 |
| Oct 2024 | $26.4M | $26.4M | $0 | 4 | 0 |
| Apr 2024 | $26.4M | $26.4M | $0 | 4 | 0 |
| Mar 2024 | $26.4M | $26.4M | $0 | 4 | 0 |
| Dec 2023 | $25.4M | $25.4M | $0 | 6 | 0 |
| Nov 2023 | $24.9M | $24.9M | $0 | 7 | 0 |
| Mar 2023 | $17.7M | $17.7M | $0 | 7 | 0 |
| Dec 2022 | $10.7M | $10.7M | $0 | 6 | 0 |
| Nov 2022 | $10.7M | $10.7M | $0 | 6 | 0 |
| Aug 2022 | $10.7M | $10.7M | $0 | 6 | 0 |
| Mar 2022 | $10.7M | $10.7M | $0 | 38 | 0 |
| May 2021 | $5.5M | $5.5M | $0 | 18 | 0 |
| Feb 2021 | $2.8M | $2.8M | $0 | 14 | 0 |
| Jan 2021 | $2.8M | $2.8M | $0 | 14 | 0 |
| Sep 2020 | $300K | $300K | $0 | 8 | 130 |
| Aug 2020 | $300K | $300K | $0 | 8 | 130 |
| Aug 2020 | $300K | $300K | $0 | 8 | 130 |
| Aug 2020 | $300K | $300K | $0 | 8 | 130 |
| Aug 2020 | $300K | $300K | $0 | 8 | 130 |
| Jun 2020 | $300K | $300K | $0 | 8 | 130 |
| Jun 2020 | $300K | $300K | $0 | 8 | 130 |
| Mar 2020 | $300K | $300K | $0 | 8 | 130 |
DateNov 2025
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$24.9M
Discretionary$24.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$17.7M
Discretionary$17.7M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$10.7M
Discretionary$10.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$10.7M
Discretionary$10.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$10.7M
Discretionary$10.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$10.7M
Discretionary$10.7M
Non-Disc.$0
Employees38
Clients0
DateMay 2021
Total AUM$5.5M
Discretionary$5.5M
Non-Disc.$0
Employees18
Clients0
DateFeb 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees14
Clients0
DateJan 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees14
Clients0
DateSep 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130
DateAug 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130
DateAug 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130
DateAug 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130
DateAug 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130
DateJun 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130
DateJun 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130
DateMar 2020
Total AUM$300K
Discretionary$300K
Non-Disc.$0
Employees8
Clients130