SEC Form ADV

WEALTHUNITE ADVISORS, LLC

Firm profile: WealthUnite Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$63.1M
Assets Under Management
48
Total Clients
1
Employees
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Registration Details

Accession
CRD-285807
Location
MANHASSET, NY
Filing Date
March 30, 2026
AUM
$63.1M
Total Clients
48
Employees
1
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

WEALTHUNITE ADVISORS, LLC is a registered investment adviser headquartered in MANHASSET, NY, managing approximately $63.1M in assets across 48 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.