AdvisorCensus / Financial advisors / California / Los Angeles / Unity Wealth Partners
Unity Wealth Partners
Filed as UNITY WEALTH PARTNERS · Legal name Unity Wealth Partners LLC
Unity Wealth Partners is a state-registered investment advisory firm in Newport Beach, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.
Quick answers
From the filingHow is Unity Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Unity Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is Unity Wealth Partners located?
Unity Wealth Partners' principal office is in Newport Beach, CA, according to its Form ADV.
Is Unity Wealth Partners registered with the SEC or a state?
Unity Wealth Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 316222.
How much does Unity Wealth Partners manage?
Unity Wealth Partners reports $7,104,518 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).
How have Unity Wealth Partners' assets and staff changed since 2024?
In the Form ADV data for Unity Wealth Partners: Regulatory assets under management: $7,827,000 in the October 2024 data and $7,104,518 in the October 2026 data, down 9%. Total employees: 3 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Unity Wealth Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (10).
Does Unity Wealth Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316222
What changed in Unity Wealth Partners' recent Form ADV filings?
In the September 2026 filing data: Moved from SEC registration to state registration. No longer registered or notice-filed in TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$7,104,518 as of October 2026, filing dated August 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Unity Wealth Partners LLC
- Also doing business as
- BOLSA, NURTURE FINANCIAL PLANNING
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $7,104,518 | 2 | August 4, 2026 |
| October 2025 | $6,503,876 | 3 | June 27, 2025 |
| October 2024 | $7,827,000 | 3 | July 25, 2024 |
Regulatory assets under management: $7,827,000 in the October 2024 data and $7,104,518 in the October 2026 data, down 9%.
Total employees: 3 in October 2024 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Moved from SEC registration to state registration.
- No longer registered or notice-filed in TX.
- April 2026
- Employees performing advisory functions went from 3 to 2.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Unity Wealth Partners (CRD 316222): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/unity-wealth-partners-newport-beach-ca-316222