Unity Wealth Partners

Overview

Unity Wealth Partners is an independent registered investment adviser that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm describes itself as a capital allocator and offers selection of third-party advisers as part of its service mix. Its fee arrangements include percentage-of-AUM billing, fixed fees, and other fee arrangements. Unity Wealth Partners registered with the SEC in 2024 and identifies its owner structure as a mix of a domestic entity and an individual. The firm does not flag active ESG investing as part of its approach and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices