# Unifimoney RIA

> Unifimoney RIA is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 328842
- Filed as: UNIFIMONEY RIA
- Legal name: Unifimoney RIA Qozb, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328842
- AdvisorCensus page: https://advisorcensus.com/firm/unifimoney-ria-austin-tx-328842

## Quick answers

**How is Unifimoney RIA compensated?**
On its Form ADV (Item 5.E, October 2026), Unifimoney RIA reports these compensation arrangements: a percentage of assets under its management.

**Where is Unifimoney RIA located?**
Unifimoney RIA's principal office is in Austin, TX, according to its Form ADV.

**Is Unifimoney RIA registered with the SEC or a state?**
Unifimoney RIA is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328842.

**How much does Unifimoney RIA manage?**
Unifimoney RIA reports $314,000 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (36% discretionary).

**How have Unifimoney RIA's assets and staff changed since 2024?**
In the Form ADV data for Unifimoney RIA: Regulatory assets under management: $50,000 in the October 2024 data and $314,000 in the October 2026 data, up 528%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Unifimoney RIA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (460).

**Does Unifimoney RIA 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/328842

**What changed in Unifimoney RIA's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $87,000 to $314,000 (+261%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $314,000
- Discretionary: $112,000
- Non-discretionary: $202,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 460 | $314,000 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unifimoney.com
- Facebook @unifimoney
- LinkedIn @unifimoney
- X @unifimoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $50,000 | 5 | March 29, 2024 |
| October 2025 | $87,000 | 5 | March 31, 2025 |
| October 2026 | $314,000 | 5 | April 22, 2026 |

Regulatory assets under management: $50,000 in the October 2024 data and $314,000 in the October 2026 data, up 528%.
Total employees: 5 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $87,000 to $314,000 (+261%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unifimoney RIA (CRD 328842): Form ADV filing data as of October 2026.