Unity Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Unity Wealth Partners serves individual and high‑net‑worth clients with discretionary investment management and both ongoing and project‑based financial planning. The firm manages custodial and “held‑away” accounts, facilitates account onboarding for outside managers, and may recommend private placements and venture funds to accredited investors.
The firm’s investment process blends multiple analysis methods (fundamental, technical, cyclical, and charting) with Modern Portfolio Theory and a mix of active and passive strategies, emphasizing asset allocation and tax‑aware rebalancing. It commonly implements strategies through outside managers (including GeoWealth and SyntheticFi), aggregates trades across accounts, and operates with discretionary trading authority on client accounts.
What is distinctive about the firm is its involvement in fund sponsorship/syndication via a revenue‑sharing arrangement with a venture fund provider and its affiliation with an insurance brokerage and other related businesses (tax and fintech firms), arrangements the brochure discloses as potential conflicts of interest. The firm’s small scale—two advisors, roughly $7.1 million in AUM and about 21 clients—combined with solicitor/referral relationships for retirement plan products and venture offerings, differentiates it from many peers.
Client services
Expertise
Occupation focus
Fee options
Project-based Financial Planning: fixed fee ranging from $500 to $25,000 depending on complexity
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Ongoing Comprehensive Financial Planning: annual fee ranging from $4,800 to $24,000, paid monthly or quarterly
Account minimum: $100,000
Main office
2901 W. Coast Hwy., Suite 251
Newport Beach CA 92663
Advisors at this office
2
Most active in
California
Also doing business as
Bolsa · Investo · Nurture Financial Planning · Unity Wealth Partners · Unity Wealth Partners LLC · Unity Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Brandon R
Series 63, Series 65
Newport Beach, CA
Unity Wealth Partners
Brandon Rivera is a financial advisor with Unity Wealth Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at multiple firms, including Crown Capital Securities and Regal Investment Advisors, and is founder of Nurture Financial Planning, which focuses on marketing and branding to attract clients in medical and healthcare professions. Rivera is also involved in several insurance-related businesses where he provides access to fixed life, health, and accident insurance products. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of multiple analysis methods and Modern Portfolio Theory, often implementing strategies through outside managers, and is notable for its involvement in fund sponsorship and its affiliation with related tax and fintech businesses.
Noah K
Series 65
Newport Beach, CA
Unity Wealth Partners
Noah Kiedrowski is a Series 65 registered advisor with Unity Wealth Partners, bringing five years of industry experience. He has held roles at firms including Stock Options Dad, LLC, and has full-time employment as a Quality Control Manager at Dendreon Pharmaceuticals. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning, combining multiple analysis techniques with Modern Portfolio Theory and a mix of active and passive strategies. The firm commonly uses outside managers and operates with discretionary trading authority on client accounts.
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