UNITY WEALTH PARTNERS
other names
- UNITY WEALTH PARTNERS
- BOLSA
- UNITY WEALTH PARTNERS, LLC
- UNITY WEALTH PARTNERS LLC
- NURTURE FINANCIAL PLANNING
- INVESTO
Adviser Profile
| As of Date | 05/31/2024 |
| Registration status | Registration Changed to UNITY WEALTH PARTNERS LLC |
| ADV Location | ORANGE, CA, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 7,827,000 |
| of that, discretionary | 7,604,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 289,889 |
| % High Net Worth | 35.71% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds