Unity Wealth Partners registers with CA (Newport Beach, CA)

New state-registered adviser · CRD 316222 · 801-130370 · effective 2026-07-31

Effective 2026-07-31. 2 employees (2 advisory), $7M regulatory AUM across 21 accounts. Limited Liability Company (CA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.