Unity Wealth Partners

Overview

Unity Wealth Partners is an independent, SEC‑registered RIA that began its registration in 2024 and operates as an LLC. The firm focuses on individual and family clients and acts as a capital allocator, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage‑of‑AUM billing, fixed fees, and other fee structures. Unity Wealth Partners does not position itself as an active ESG investor and is not registered as a multi‑state adviser. Industry ties include relationships with accountants and insurance companies, and the firm is identified as a sponsor, general partner, or managing member of pooled investment vehicles, which suggests involvement on the manager side of some alternative or pooled offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives