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UNIONVIEW WEALTH PARTNERS

SEATTLE, WA · CRD 304462 · IAPD ↗ · unionviewwealthpartners.com · 206-708-1048

$291.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2025 — UNIONVIEW WEALTH PARTNERS (SEATTLE, WA) left the SEC roster (was $291.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.