DBA: UNITY WEALTH PARTNERS
| Total AUM | $7.1M |
| Discretionary | $7.1M100% of AUM |
| Client Accounts | 21 |
| Avg Account Size | $338K |
| Employees | 2 |
| Peak AUM | $10.3MMar 2025 |
| AUM CAGR | -4.7% /yrover 2 yrs · 11 filings |
Total AUM
$7M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7M | 31.1% | 4.7% | — | |
| Discretionary AUM | $7M | ||||
| Total AUM | $7.1M |
| Discretionary | $7.1M |
| Employees | 2 |
| Client Accounts | 21 |
| Client Range | 1-10 |
Address
2901 W. COAST HWY.
NEWPORT BEACH CA 92663
Phone
(949) 688-0928
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 31.1% |
| 3.3% |
| — |
| Total Accounts | 21 | 0.0% | 11.8% | — |
| Avg Account Size | $338,310.381 | 31.1% | +8.0% | — |
| Employees | 2 | 33.3% | 18.4% | — |
| AUM / Employee | $4M | +3.4% | +16.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $7M | +9.2% | 4.7% | — | |
Client Count Segments | |||||
| HNW Clients | 10 | +42.9% | 23.3% | — | |
| Individuals | 11 | 15.4% | +4.9% | — | |