← Tributary

UNIFIMONEY RIA, INC.

· CRD 309001 · IAPD ↗ · 415-964-5877

$62,000Regulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — UNIFIMONEY RIA, INC. (location n/a) left the SEC roster (was $62,000 RAUM, 2 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.