# WealthUnite Advisors

WealthUnite Advisors is a Bank / Wealth / Trust based in Manhasset, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Manhasset, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** wealthunite.com
- **LinkedIn:** https://www.linkedin.com/company/wealthunite-advisors

## Regulatory record

- **CRD number:** 285807
- **SEC file number:** 801-114437
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285807

## About

WealthUnite Advisors was established in 2016 and operates from New York as a registered investment adviser. The firm's Form ADV filings indicate it serves individuals, high-net-worth individuals, and families, offering portfolio management, financial planning, and pension consulting services. Its client base is concentrated in the New York metropolitan area. The firm's investment strategy centers on constructing multi-asset portfolios using mutual funds, exchange-traded funds, and individual equity and fixed-income securities. Its regulatory disclosure lists a standard fee schedule based on assets under management, with no performance-based fees — consistent with a traditional wealth-management practice that avoids the carried-interest structures common among family offices and private investment firms. As of its most recent regulatory filings, the firm employs a small team of investment adviser representatives operating from a single New York office. No significant partnership announcements, spinouts, or affiliate structures have been publicly reported. The absence of adjacent vehicles — philanthropic foundations, real-asset holding companies, or co-investment clubs — distinguishes WealthUnite from the multi-entity architectures typical of single-family offices. The firm's structure as an independent RIA without a disclosed proprietary balance sheet makes it an outlier among entities commonly tracked as family offices. Its value proposition rests on fiduciary advisory relationships rather than direct principal investing. Succession and governance remain opaque, with no named principals accessible through public record or the firm's own limited public footprint.

## Questions

### Does WealthUnite manage pooled investment vehicles or private funds?

According to its regulatory disclosures, WealthUnite does not sponsor or manage pooled investment vehicles, hedge funds, or private equity funds. The firm's investment approach relies on publicly traded securities — mutual funds, ETFs, and individual stocks and bonds — within separately managed accounts for each client.

### How does WealthUnite charge for its services?

WealthUnite's fee schedule is asset-based, charging clients a percentage of assets under management. Its Form ADV does not list performance-based fees or carried-interest arrangements. This structure aligns it with conventional financial-planning RIAs rather than the incentive-fee architecture used by private investment firms.

### Who are the principals running WealthUnite Advisors?

No named principals are publicly available through the firm's website, regulatory filings accessible to date, or independent reporting. The firm's lean public footprint — no LinkedIn company page, no published executive bios — makes it difficult to attribute investment decisions or ownership to specific individuals.

## Related profiles

- [WealthTrust Asset Management](https://altss.com/profile/wealthtrust-asset-management)
- [Wealthup](https://altss.com/profile/wealthup)

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Last updated: 2026-08-11T02:43:31.692Z

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