Unifimoney RIA Qozb, LLC
● SEC registered since 2023CRD 328842SEC# 801-129081Austin, TX
Reg. AUM
$314K
Employees
5
Accounts
463
Location
Austin, TX
Unifimoney RIA Qozb, LLC assets under management
Unifimoney RIA Qozb, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2023. It reports $314,000 in regulatory assets under management and employs 5 people.
Unifimoney RIA Qozb, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Miles Robert Webb Control | Chief Compliance Officer | Under 5% | 2023 |
| Palm Qof 2022 LLC Control | Member | Over 75% | 2023 |
| Peter Rung Control | Ceo | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Unifimoney RIA Qozb, LLC manage?
Unifimoney RIA Qozb, LLC reports $314,000 in regulatory assets under management on its Form ADV.
How many employees does Unifimoney RIA Qozb, LLC have?
Unifimoney RIA Qozb, LLC reports 5 employees.
Where is Unifimoney RIA Qozb, LLC located?
Unifimoney RIA Qozb, LLC is based in Austin, TX and has been SEC-registered since 2023.
Does Unifimoney RIA Qozb, LLC disclose fund performance?
Unifimoney RIA Qozb, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4901 E. Cesar Chavez St., Austin, TX 78702 |
| Phone | 415-964-5877 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$314K▲ 261%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$314Kregulatory AUM
Discretionary $112KNon-discretionary $202K