UNITY WEALTH PARTNERS

Overview

Unity Wealth Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm identifies as a capital allocator that serves individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Core advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Unity Wealth Partners is not positioned as an ESG-focused or multi-state adviser, and it does not list pension consulting or related-adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices