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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
About Unity Wealth Partners
Unity Wealth Partners provides life-centered financial planning for business owners, professionals, and families nationwide, pairing investment management with proactive tax planning. The team uses a multi-family office (MFO) model and mind-mapping to translate goals into actionable strategies, then implements and monitors plans through regular check-ins, including tax structuring, asset protection, and wealth transfer.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BRANDON L RIVERA
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5919149
- Ownership
- 25% but less than 50%
ROBERTO ESQUIVEL
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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NOAH PETER KIEDROWSKI
--
- CRD
- #7406918
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,104,518 | $338,310 |
| Non-Discretionary | $0 | -- |
| Total | $7,104,518 | $338,310 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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