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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

UNIFY WEALTH MANAGEMENT LLC

UNIFY WEALTH MANAGEMENT, LLC, CRD 277063

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1a7e329-9a28-17f6-0c3b-ea0ed208d75d

Data as of Jan 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 5, 2026 to Jan 5, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Unify Wealth Management LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $54.5MItem 5.F on the latest filing (2026-01-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $54.5M
Private client RAUM: $28.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 53%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 267
Individual clients: 197
High net worth clients: 12
CRD: 277063
Filings on the tape: 1
First filed: Jan 5, 2026
Latest filed: Jan 5, 2026
Organised: Limited Liability Company, CO
Website: unifywm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID CHARLES FRY	n/a	FORT COLLINS, CO \| CINCINNATI, OH \| Fort Collins, CO	10	27	n/a	no
STEPHANIE KIMAK	n/a	FORT COLLINS, CO \| CINCINNATI, OH \| Fort Collins, CO	10	27	n/a	no

Relationships

Registered with (2)

← STEPHANIE KIMAKAdvisorregistration: current employment
Oct 21, 2015 to presentfactForm ADV
← DAVID CHARLES FRYAdvisorregistration: current employment
Oct 16, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1a7e329-9a28-17f6-0c3b-ea0ed208d75d
First observed: Jan 5, 2026
Last observed: Jan 5, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

UNIFY WEALTH MANAGEMENT LLC

UNIFY WEALTH MANAGEMENT, LLC, CRD 277063

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1a7e329-9a28-17f6-0c3b-ea0ed208d75d

Data as of Jan 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID CHARLES FRY

n/a

FORT COLLINS, CO | CINCINNATI, OH | Fort Collins, CO

n/a

STEPHANIE KIMAK

n/a

FORT COLLINS, CO | CINCINNATI, OH | Fort Collins, CO

n/a