# UNIFY Wealth Management

UNIFY Wealth Management is a RIA based in Alpharetta, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** unifywealth.com

## Regulatory record

- **CRD number:** 277063
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/277063

## About

UNIFY WEALTH MANAGEMENT LLC is a state-registered investment adviser in FORT COLLINS, CO. The firm manages approximately $55 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## People

- David Rosenberg — Founder & CEO
- Matthew F. Lauer — Managing Director
- James D. Rourke — Managing Director

## Questions

### What is UNIFY's known posture on co-investments alongside external GPs?

UNIFY actively seeks co-investment opportunities alongside institutional GPs in private credit, real estate, and infrastructure. The firm prefers negotiated, proprietary deals and has a track record of participating in larger facilities where it can commit $10M–$50M, as seen in its December 2023 infrastructure debt co-investment (per Infrastructure Investor, January 2024).

## Related profiles

- [Legacy Investing & Wealth Management LLC](https://altss.com/profile/legacy-investing-and-wealth-management-llc)
- [NVEST Advisors](https://altss.com/profile/nvest-advisors-llc)

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Last updated: 2026-07-09T00:56:45.632Z

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