WEALTHUNITE ADVISORS, LLC

Overview

Wealthunite Advisors, LLC is an independent registered investment adviser that manages wealth for individual and family clients through a fee-based, percentage-of-AUM model. The firm runs a predominantly non-discretionary practice, meaning client approval or ongoing client direction remains central to portfolio decisions. Investment activity centers on pooled public vehicles — primarily mutual funds and similar public funds — supplemented by allocations to third‑party real estate managers. The firm does not position itself as an ESG-focused investor and is structured to serve a relatively concentrated client roster rather than mass-market retail channels. The mix of custodians and platforms used suggests Wealthunite serves a cross-border or internationally oriented clientele, employing offshore/international insurance wrappers alongside traditional U.S. custodial accounts to execute planning and investment strategies. That structure supports the firm’s reliance on packaged fund solutions while enabling access to third‑party alternative managers for real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices