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UNEST ADVISERS, LLC

LARAMIE, WY · CRD 308125 · IAPD ↗ · (818) 275-0041

$45.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — UNEST ADVISERS, LLC reported RAUM up 28% ($35.7M -> $45.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
May 2025 — UNEST ADVISERS, LLC moved its main office from NORTH HOLLYWOOD, CA to LARAMIE, WY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
May 2025 — UNEST ADVISERS, LLC reported RAUM up 35% ($26.4M -> $35.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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