UNITY WEALTH STRATEGIES

RIASEC Registered

Total AUM

$8.5M

Discretionary

$8.5M

100% of AUM

Avg account

$55.5K

Accounts

153

Employees

Advisory reps

Firm details

Headquarters: COLORADO SPRINGS, Colorado
CRD number: 332777
Website: myunitywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals94.68%
Charitable Organizations2.66%
Corporations / Businesses1.65%
Insurance Companies1.01%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Unity Wealth Strategies is an independently owned registered investment adviser organized as a corporation that serves individual and family clients. The firm combines fee models, charging a percentage of AUM alongside hourly and fixed-fee engagements, and offers financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Unity identifies as an active ESG investor, and its stated asset preference skews toward equities rather than acting as a capital allocator or running separate adviser affiliates.