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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONDUCERE VENTURES CO. | DE | MEMBER | C | Control |
| CONDUCERE VENTURES CO. | DE | MEMBER | C | Control |
| CONDUCERE VENTURES CO. | DE | MEMBER | C | Control |
| CONDUCERE VENTURES CO. | DE | MEMBER | C | Control |
| CONDUCERE VENTURES CO. | DE | MEMBER | C | Control |
| CONDUCERE VENTURES CO. | DE | MEMBER | C | Control |
| ESQUIVEL, ROBERTO | I | MEMBER | C | |
| ESQUIVEL, ROBERTO | I | MEMBER | C | |
| ESQUIVEL, ROBERTO | I | MEMBER | C | |
| ESQUIVEL, ROBERTO | I | MEMBER | C | |
| ESQUIVEL, ROBERTO | I | MEMBER | C | |
| ESQUIVEL, ROBERTO | I | MEMBER | C | |
| RIVERA, BRANDON, L | I | MANAGING MEMBER, CCO | C | Control |
| RIVERA, BRANDON, L | I | MANAGING MEMBER, CCO | C | Control |
| RIVERA, BRANDON, L | I | MANAGING MEMBER | C | Control |
| RIVERA, BRANDON, L | I | MANAGING MEMBER | C | Control |
| RIVERA, BRANDON, L | I | MANAGING MEMBER | C | Control |
| RIVERA, BRANDON, L | I | MANAGING MEMBER | C | Control |
| RIVERA, BRANDON, L | I | MANAGING MEMBER | C | Control |
| RIVERA, BRANDON, L | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| UNITY CAPITAL PARTNERS | DE | MEMBER | C | Control |
| UNITY CAPITAL PARTNERS | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RIVERA, BRANDON, L | I | UNITY CAPITAL PARTNERS | E | Control |
| RIVERA, BRANDON, L | I | UNITY CAPITAL PARTNERS | E | Control |
| RIVERA, BRANDON, L | I | CONDUCERE VENTURES CO. | E | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
4050 W. METROPOLITAN DR.SUITE 150
ORANGE, CA 92868
United States
Phone: (949) 688-0928