UNIFY WEALTH MANAGEMENT LLC

UNIFY WEALTH MANAGEMENT LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 277063). Regulatory assets under management: $54.5M.

Registration

• CRD: 277063
• Type: Registered investment adviser
• Location: 185 N COLLEGE AVENUE, FORT COLLINS, CO, 80524
• Phone: 970-484-9655
• Latest filing: 2026-01-05
• Regulatory AUM: $54.5M
• Discretionary AUM: $54.5M
• Clients: 2
• Accounts: 267

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277063 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search