UNIFIMONEY RIA
AUSTIN, TX · CRD 328842 · IAPD ↗ · 415-964-5877
$314,000Regulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
45
March 2026 — UNIFIMONEY RIA moved its main office from SOMERVILLE, MA to AUSTIN, TX.
Office IT & facilitiesMarketing & brand
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.