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Building 2UNITY WEALTH PARTNERS

Map pinNEWPORT BEACH, CA
Phone(949) 688-0928
NotebookSEC #801-130370
Total AUM
$7.1M
Employees
2
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 W. COAST HWY.
SUITE 251
NEWPORT BEACH
CA 92663
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(949) 688-0928

ReceiptFinancials

Total AUM
$7.1M
Accounts
21
Discretionary
$7.1M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.9M
HNW Individual Clients
11
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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