Unity Wealth Partners
Unity Wealth Partners is an SEC-registered mass-market adviser in Orange, CA with $7.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Unity Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316222, SEC 801-130370, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $7.1M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- Orange, CA
- Employees
- 2
- Clients
- 21
- CRD
- 316222
- Ownership
- RIVERA, BRANDON, L; MCDEVITT, JOHN, THOMAS; ESQUIVEL, ROBERTO; UNITY CAPITAL PARTNERS; CONDUCERE VENTURES CO.
How much AUM does Unity Wealth Partners have?
Unity Wealth Partners reported $7.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Unity Wealth Partners?
Disclosed owners and executives of Unity Wealth Partners include RIVERA, BRANDON, L, MCDEVITT, JOHN, THOMAS, ESQUIVEL, ROBERTO, UNITY CAPITAL PARTNERS, CONDUCERE VENTURES CO.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.