# Unest Advisers, LLC

> Unest Advisers, LLC is an SEC-registered investment advisory firm in Laramie, WY, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 308125
- Filed as: UNEST ADVISERS, LLC
- Also doing business as: UNEST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Laramie, WY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308125
- AdvisorCensus page: https://advisorcensus.com/firm/unest-advisers-llc-laramie-wy-308125

## Quick answers

**How is Unest Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Unest Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Unest Advisers, LLC located?**
Unest Advisers, LLC's principal office is in Laramie, WY, according to its Form ADV.

**Is Unest Advisers, LLC registered with the SEC or a state?**
Unest Advisers, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308125.

**How much does Unest Advisers, LLC manage?**
Unest Advisers, LLC reports $45,583,178 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Unest Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for Unest Advisers, LLC: Regulatory assets under management: $5,461,040 in the October 2021 data and $45,583,178 in the October 2026 data, up 735%. Total employees: 18 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Unest Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20,394).

**Which custodians does Unest Advisers, LLC use?**
Unest Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Unest Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308125

**What changed in Unest Advisers, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $35,717,803 to $45,583,178 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $45,583,178
- Discretionary: $45,583,178
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20,394 | $45,583,178 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unest.co
- Facebook @unest
- Instagram @unest
- LinkedIn @u-nest
- TikTok @unestapp
- X @unest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,461,040 | 18 | May 27, 2021 |
| October 2022 | $10,701,053 | 6 | August 30, 2022 |
| October 2023 | $17,660,388 | 7 | March 23, 2023 |
| October 2024 | $26,429,469 | 4 | April 22, 2024 |
| October 2025 | $35,717,803 | 2 | April 30, 2025 |
| October 2026 | $45,583,178 | 1 | April 1, 2026 |

Regulatory assets under management: $5,461,040 in the October 2021 data and $45,583,178 in the October 2026 data, up 735%.
Total employees: 18 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $35,717,803 to $45,583,178 (+28%).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unest Advisers, LLC (CRD 308125): Form ADV filing data as of October 2026.