# Wealthunite Advisors, LLC

> 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.

- CRD: 285807
- Filed as: WEALTHUNITE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhasset, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285807
- AdvisorCensus page: https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807

## Quick answers

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

**How much does Wealthunite Advisors, LLC charge?**
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.

**Where is Wealthunite Advisors, LLC located?**
Wealthunite Advisors, LLC's principal office is in Manhasset, NY, according to its Form ADV.

**Is Wealthunite Advisors, LLC registered with the SEC or a state?**
Wealthunite Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 285807.

**How much does Wealthunite Advisors, LLC manage?**
Wealthunite Advisors, LLC reports $63,087,515 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**How have Wealthunite Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Wealthunite Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (12).

**Which custodians does Wealthunite Advisors, LLC use?**
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.

**Does Wealthunite Advisors, LLC 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/285807

**Does Wealthunite Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is no account minimum for any of WealthUnite’s services."

**What changed in Wealthunite Advisors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- 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

> 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%

- Account minimum: None

> There is no account minimum for any of WealthUnite’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- RL360
- Stocktrade
- Utmost Wealth Solutions

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.

### Regulatory assets under management (Item 5.F)
- Total: $63,087,515
- Discretionary: $0
- Non-discretionary: $63,087,515

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $12,779,297 |
| High net worth individuals | 36 | $50,308,218 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthunite.com
- Instagram @wealthunite
- LinkedIn @wealthunite-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $41,263,675 | 1 | April 1, 2021 |
| October 2022 | $47,330,263 | 1 | February 8, 2022 |
| October 2023 | $40,935,905 | 1 | March 23, 2023 |
| October 2024 | $47,443,671 | 1 | August 29, 2024 |
| October 2025 | $56,516,554 | 1 | March 27, 2025 |
| October 2026 | $63,087,515 | 1 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $56,516,554 to $63,087,515 (+12%).
- No longer lists an office in Manhasset, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthunite Advisors, LLC (CRD 285807): Form ADV filing data as of October 2026.