# UNIFY WEALTH MANAGEMENT LLC

UNIFY WEALTH MANAGEMENT LLC of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 277063
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/277063/brochure
- Similar advisers: https://search.stillhousedata.com/firm/277063/similar
- Related entities: https://search.stillhousedata.com/firm/277063/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/277063

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.