Unity Wealth Partners LLC
● SEC registered since 2024CRD 316222SEC# 801-130370Newport Beach, CA
Reg. AUM
$7.1M
Employees
2
Accounts
21
Location
Newport Beach, CA
Unity Wealth Partners LLC assets under management
Unity Wealth Partners LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2024. It reports $7.1 million in regulatory assets under management and employs 2 people.
Unity Wealth Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon L Rivera Control | Managing Member And Chief Compliance Officer | 25-50% | 2021 |
| Conducere Ventures Co. Control | Member | 25-50% | 2024 |
| Roberto Esquivel | Member | 25-50% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Unity Wealth Partners LLC manage?
Unity Wealth Partners LLC reports $7.1 million in regulatory assets under management on its Form ADV.
How many employees does Unity Wealth Partners LLC have?
Unity Wealth Partners LLC reports 2 employees.
Where is Unity Wealth Partners LLC located?
Unity Wealth Partners LLC is based in Newport Beach, CA and has been SEC-registered since 2024.
Does Unity Wealth Partners LLC disclose fund performance?
Unity Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2901 W. Coast Hwy., Suite 251, Newport Beach, CA 92663 |
| Phone | (949) 688-0928 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.1M▼ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$7.1Mregulatory AUM
Discretionary $7.1M