| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon L Rivera Control | Managing Member | 25-50% | 2021 |
| Conducere Ventures Co. Control | Member | 25-50% | 2024 |
| John Thomas McDevitt | Chief Compliance Officer | Under 5% | 2024 |
Unity Wealth Partners LLC reports $6.5 million in regulatory assets under management on its Form ADV.
Unity Wealth Partners LLC reports 3 employees.
Unity Wealth Partners LLC is based in Orange, CA and has been SEC-registered since 2024.
Unity Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4050 W. Metropolitan Dr., Suite 150, Orange, CA 92868 |
| Phone | (949) 688-0928 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $6.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $6.5M |