UNIFY WEALTH MANAGEMENT LLC

Overview

Unify Wealth Management LLC is a small, fee-based advisory firm that primarily builds portfolios using pooled public funds and third-party managers. The firm operates as a capital allocator: it constructs client portfolios largely through mutual funds and separately managed strategies and will engage outside advisers when a specific capability or niche exposure is needed. Services emphasize discretionary portfolio management for individuals and small businesses, along with pension consulting and manager selection for clients who require access to external investment specialists. The firm offers a mix of fee structures — percentage of AUM, hourly charges and fixed fees — which supports both ongoing portfolio management relationships and project-based advisory work. Client coverage includes high-net-worth individuals and families as well as a limited institutional base. Unify’s investment approach favors broadly diversified mutual fund sleeves and SMA implementations rather than concentrated single-stock strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices