# UNITY WEALTH PARTNERS

UNITY WEALTH PARTNERS of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 316222
- Type: SEC-registered investment adviser
- SEC file number: 801-130370
- Location: 2901 W. COAST HWY., NEWPORT BEACH, CA, 92663
- Phone: (949) 688-0928
- Latest filing: 2026-08-04
- Regulatory AUM: $7.1M
- Discretionary AUM: $7.1M
- Clients: 2
- Accounts: 21

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| John Thomas Mcdevitt | CHIEF COMPLIANCE OFFICER | — |
| Brandon L Rivera | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER & CEO | — |
| Roberto Esquivel | MEMBER | — |
| MCDEVITT GRAHAM THOMAS | CHIEF COMPLIANCE OFFICER | — |
| RIVERA BRANDON L | MANAGING MEMBER; MANAGING MEMBER, CCO; SHAREHOLDER & CEO | — |
| ESQUIVEL ROBERTO | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316222/similar
- Related entities: https://search.stillhousedata.com/firm/316222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316222

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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.