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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2017
- Office Locations
- 1
Office Locations
About Wealthunite Advisors, LLC
WealthUnite Advisors is an independent, fiduciary planning firm based in New York. The team uses technology (including RightCapital) to build household financial blueprints, aggregate accounts, and model goals with recession/inflation stress tests. Core work centers on retirement planning, Social Security timing, and tax-efficient withdrawal and Roth conversion strategies, delivering actionable plans without ties to any financial institution.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC DIANDREA
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5938602
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,087,515 | $1,314,323 |
| Total | $63,087,515 | $1,314,323 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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