{
  "crd_number": 285807,
  "slug": "wealthunite-advisors-llc-manhasset-ny-285807",
  "primary_business_name": "WEALTHUNITE ADVISORS, LLC",
  "legal_name": "WEALTHUNITE ADVISORS, LLC",
  "dbas": [],
  "city": "Manhasset",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-12-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 63087515.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 63087515.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12779297.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 50308218.0,
      "count": 36
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://instagram.com/wealthunite",
    "https://linkedin.com/company/wealthunite-advisors",
    "https://wealthunite.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285807",
  "city_as_filed": "MANHASSET",
  "url": "https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807",
  "display_name": "Wealthunite Advisors, LLC",
  "summary": "Wealthunite Advisors, LLC is an SEC-registered investment advisory firm in Manhasset, NY, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Wealthunite Advisors, LLC (CRD 285807): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wealthunite Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealthunite Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Wealthunite Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $2,499,999.99: 1% a year; $2,500,000 to $5,000,000: 0.75% a year; $5,000,000 to $7,500,000: 0.5% a year; Above $7,500,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wealthunite Advisors, LLC located?",
      "a": "Wealthunite Advisors, LLC's principal office is in Manhasset, NY, according to its Form ADV."
    },
    {
      "q": "Is Wealthunite Advisors, LLC registered with the SEC or a state?",
      "a": "Wealthunite Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 285807."
    },
    {
      "q": "How much does Wealthunite Advisors, LLC manage?",
      "a": "Wealthunite Advisors, LLC reports $63,087,515 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary)."
    },
    {
      "q": "How have Wealthunite Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealthunite Advisors, LLC: Regulatory assets under management: $41,263,675 in the October 2021 data and $63,087,515 in the October 2026 data, up 53%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealthunite Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (12)."
    },
    {
      "q": "Which custodians does Wealthunite Advisors, LLC use?",
      "a": "Wealthunite Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., RL360, Stocktrade and Utmost Wealth Solutions as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealthunite Advisors, LLC report any disciplinary disclosures?",
      "a": "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/285807"
    },
    {
      "q": "Does Wealthunite Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"There is no account minimum for any of WealthUnite’s services.\""
    },
    {
      "q": "What changed in Wealthunite Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $56,516,554 to $63,087,515 (+12%). No longer lists an office in Manhasset, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 41263675.0,
      "total_employees": 1,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 47330263.0,
      "total_employees": 1,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 40935905.0,
      "total_employees": 1,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 47443671.0,
      "total_employees": 1,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 56516554.0,
      "total_employees": 1,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 63087515.0,
      "total_employees": 1,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $56,516,554 to $63,087,515 (+12%).",
        "No longer lists an office in Manhasset, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,499,999.99",
        "rate": "1%"
      },
      {
        "band": "$2,500,000 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$5,000,000 to $7,500,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $7,500,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,499,999.99: 1% a year",
          "$2,500,000 to $5,000,000: 0.75% a year",
          "$5,000,000 to $7,500,000: 0.5% a year",
          "Above $7,500,000: see the brochure"
        ],
        "quotes": [
          "WealthUnite’s annual investment advisory fee is based on a percentage of the total market value of assets under management in conformity with the following fee schedule: Total Assets Under Management Annual Fee Under $2,500,000 1.00% $2,500,000-$5,000,000 0.75% $5,000,000-$7,500,000 0.50%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of WealthUnite’s services."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2499999.99,
          "rate_pct": 1.0
        },
        {
          "min": 2500000.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000000.0,
          "max": 7500000.0,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "WealthUnite’s annual investment advisory fee is based on a percentage of the total market value of assets under management in conformity with the following fee schedule: Total Assets Under Management Annual Fee Under $2,500,000 1.00% $2,500,000-$5,000,000 0.75% $5,000,000-$7,500,000 0.50%",
      "There is no account minimum for any of WealthUnite’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "RL360",
      "name_as_filed": "RL360",
      "affiliated": false
    },
    {
      "name": "Stocktrade",
      "name_as_filed": "STOCKTRADE",
      "affiliated": false
    },
    {
      "name": "Utmost Wealth Solutions",
      "name_as_filed": "UTMOST WEALTH SOLUTIONS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 12779297.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 50308218.0
    }
  ],
  "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/285807",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}