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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-2024
- Office Locations
- 2
Office Locations
About Unity Wealth Strategies
Unity Wealth Strategies is a fee-only, fiduciary financial planning and investment management firm based in Colorado Springs. The team works with entrepreneurs, hardworking families, and select businesses/nonprofits, providing ongoing and project-based planning plus asset management. It supports clients via a dedicated client portal and RightCapital; custody includes Charles Schwab. Registered in Colorado and Ohio.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Shari Rene Carlson
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #7079009
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Karl Douglas Hering
CRPC®
- CRD
- #7376500
REBECCA L MILLER
Investment Advisor
- CRD
- #6556936
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,493,657 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,493,657 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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