{
  "crd_number": 316222,
  "slug": "unity-wealth-partners-newport-beach-ca-316222",
  "primary_business_name": "UNITY WEALTH PARTNERS",
  "legal_name": "UNITY WEALTH PARTNERS LLC",
  "dbas": [
    "BOLSA",
    "NURTURE FINANCIAL PLANNING"
  ],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-07-31",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 7104518.0,
  "raum_discretionary": 7104518.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 5874308.0,
      "count": 10
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1230210.0,
      "count": 11
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://instagram.com/unitywealthpartners",
    "https://linkedin.com/company/unity-wealth-partners",
    "https://nurtureplanning.com",
    "https://unitywealthpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316222",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/unity-wealth-partners-newport-beach-ca-316222",
  "display_name": "Unity Wealth Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Unity Wealth Partners (CRD 316222): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Unity Wealth Partners compensated?",
      "a": "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."
    },
    {
      "q": "Where is Unity Wealth Partners located?",
      "a": "Unity Wealth Partners' principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Unity Wealth Partners registered with the SEC or a state?",
      "a": "Unity Wealth Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 316222."
    },
    {
      "q": "How much does Unity Wealth Partners manage?",
      "a": "Unity Wealth Partners reports $7,104,518 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Unity Wealth Partners' assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Unity Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Does Unity Wealth Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Unity Wealth Partners' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Moved from SEC registration to state registration. No longer registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7827000.0,
      "total_employees": 3,
      "filing_date": "2024-07-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6503876.0,
      "total_employees": 3,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7104518.0,
      "total_employees": 2,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Moved from SEC registration to state registration.",
        "No longer registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/unity-wealth-partners-newport-beach-ca-316222.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5874308.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1230210.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316222",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}