# Unity Wealth Partners

> 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.

- CRD: 316222
- Filed as: UNITY WEALTH PARTNERS
- Legal name: Unity Wealth Partners LLC
- Also doing business as: BOLSA, NURTURE FINANCIAL PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316222
- AdvisorCensus page: https://advisorcensus.com/firm/unity-wealth-partners-newport-beach-ca-316222

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $7,104,518
- Discretionary: $7,104,518
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,874,308 |
| High net worth individuals | 11 | $1,230,210 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nurtureplanning.com
- unitywealthpartners.com
- Instagram @unitywealthpartners
- LinkedIn @unity-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $7,827,000 | 3 | July 25, 2024 |
| October 2025 | $6,503,876 | 3 | June 27, 2025 |
| October 2026 | $7,104,518 | 2 | August 4, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unity Wealth Partners (CRD 316222): Form ADV filing data as of October 2026.