Unifimoney RIA
Unifimoney RIA is an SEC-registered mass-market adviser in Austin, TX with $314,000 assets under management (AUM, regulatory AUM), +261% over one year. See who owns Unifimoney RIA: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328842, SEC 801-129081, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $314,000 (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 5
- Clients
- 460
- CRD
- 328842
- Ownership
- PALM QOF 2022 LLC; Soppitt, Benjamin, James Joseph; PALMER, BRADLEY, CARL; RUNG, PETER; Webb, Miles, Robert
How much AUM does Unifimoney RIA have?
Unifimoney RIA reported $314,000 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Unifimoney RIA?
Disclosed owners and executives of Unifimoney RIA include PALM QOF 2022 LLC, Soppitt, Benjamin, James Joseph, PALMER, BRADLEY, CARL, RUNG, PETER, Webb, Miles, Robert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.