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UNITY WEALTH PARTNERS

NEWPORT BEACH, CA · CRD 316222 · IAPD ↗ · unitywealthpartners.com · (949) 688-0928

$7.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — UNITY WEALTH PARTNERS (NEWPORT BEACH, CA) left the SEC roster (was $7.1M 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
25
July 2026 — UNITY WEALTH PARTNERS changed its website from nurtureplanning.com to unitywealthpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — UNITY WEALTH PARTNERS moved its main office from ORANGE, CA to NEWPORT BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
April 2025 — UNITY WEALTH PARTNERS changed its website from unitywealthpartners.com to nurtureplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
June 2024 — UNITY WEALTH PARTNERS (ORANGE, CA) is newly SEC-registered with $7.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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