Overview
Assets Under Management: $63 million
Headquarters: MANHASSET, NY
High-Net-Worth Clients: 36
Average Client Assets: $1.4 million
Frequently Asked Questions
WEALTHUNITE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285807), WEALTHUNITE ADVISORS, LLC is subject to fiduciary duty under federal law.
WEALTHUNITE ADVISORS, LLC is headquartered in MANHASSET, NY.
WEALTHUNITE ADVISORS, LLC serves 36 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, WEALTHUNITE ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WEALTHUNITE ADVISORS, LLC manages $63 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, WEALTHUNITE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.74%
Average Client Assets: $1.4 million
Total Client Accounts: 48
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 285807
Filing ID: 2074638
Last Filing Date: 2026-03-30 19:25:06