UNITY WEALTH PARTNERS LLC
Legal name: UNITY WEALTH PARTNERS
CRD #316222 SEC #801-130370 ORANGE, CA (949) 688-0928
SEC Registered
Total AUM
$6.5M
Discretionary
$6.5M
Employees
3
Clients
1
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $6.5M | $6.5M | $0 | 3 | 0 |
| Jun 2025 | $6.5M | $6.5M | $0 | 3 | 0 |
| May 2025 | $10.3M | $10.3M | $0 | 3 | 0 |
| Apr 2025 | $10.3M | $10.3M | $0 | 3 | 0 |
| Mar 2025 | $10.3M | $10.3M | $0 | 3 | 0 |
| Jul 2024 | $7.8M | $7.6M | $223K | 3 | 2 |
| May 2024 | $7.8M | $7.6M | $223K | 3 | 2 |
| Apr 2024 | $7.8M | $7.6M | $223K | 3 | 2 |
DateSep 2025
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$7.8M
Discretionary$7.6M
Non-Disc.$223K
Employees3
Clients2
DateMay 2024
Total AUM$7.8M
Discretionary$7.6M
Non-Disc.$223K
Employees3
Clients2
DateApr 2024
Total AUM$7.8M
Discretionary$7.6M
Non-Disc.$223K
Employees3
Clients2