UNITY WEALTH PARTNERS of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 316222). Regulatory assets under management: $7.1M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| 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 | — |