DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Unity Wealth Partners

Former SEC-registered adviserNewport Beach, CaliforniaCRD 316222SEC 801-130370websiteIAPD
Legal name Unity Wealth Partners LLC
Latest filing Jul 31, 2026
First filing on the tape Apr 29, 2024 · 11 filings
SEC status approved since May 29, 2024
RAUM
$7.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$7.1M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$3.6M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$7.1M as of Jul 31, 2026
Apr 28, 2025$10.3M then
HNW client RAUM$1.2M as of Jul 31, 2026
Apr 28, 2025$4.3M then
State-registered IARs (5.B.3)2 as of Jul 31, 2026
Apr 28, 20252 then
Employees (5.A)2 as of Jul 31, 2026
Apr 28, 20253 then
Private funds: no history
RAUM -31% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
RAUM per advisor
$3.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
11derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$111,837derivedHNW RAUM over HNW clients
Average account
$338,310derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-31%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+5.0%derived
Compensation
percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$5.9M83%
  • High-net-worth individuals$1.2M17%
Individual clients
10reported
HNW clients
11reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
21reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Noah Peter KiedrowskiNewport Beach, CaJul 25, 202412 y1
Brandon L RiveraNewport Beach, CaJan 1, 202513 y5
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Thomas John Mcdevitt · Chief Compliance Officercontrol
    since 06/2024 · owns less than 5%
  • L Brandon Rivera · Managing Membercontrol
    since 06/2021 · owns 25% to 50%
  • L Brandon Rivera · Shareholder & Ceocontrol
    since 06/2024 · owns 75% or more of Conducere Ventures Co.
  • Roberto Esquivel · Member
    since 06/2024 · owns 25% to 50%
Entity owners
  • Conducere Ventures Co. · Member
    direct · owns 25% to 50%
Related persons
Schedule D 7.A
  • Saorsa Capital LLC
    pooled vehicle sponsorn
  • Unity Capital Partners
    real estaten
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Newport Beach, Ca · principal200
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 20 to 21
    Sep 30, 2025 to Mar 27, 2026
  • Advisory employees · 3 to 2
    Sep 30, 2025 to Mar 27, 2026
  • HNW clients · 13 to 11
    Sep 30, 2025 to Mar 27, 2026
  • Individual clients · 7 to 10
    Sep 30, 2025 to Mar 27, 2026
  • Employees · 3 to 2
    Sep 30, 2025 to Mar 27, 2026
  • HQ city · ORANGE to NEWPORT BEACH
    Sep 30, 2025 to Mar 27, 2026
  • Discretionary RAUM · $6.5M to $7.1M
    Sep 30, 2025 to Mar 27, 2026
  • HNW RAUM · $4.3M to $1.2M
    Sep 30, 2025 to Mar 27, 2026
  • Individual RAUM · $2.2M to $5.9M
    Sep 30, 2025 to Mar 27, 2026
  • RAUM · $6.5M to $7.1M
    Sep 30, 2025 to Mar 27, 2026
  • Related insurance company · false to true
    Sep 30, 2025 to Mar 27, 2026
  • Accounts · 21 to 20
    May 2, 2025 to Jun 27, 2025
  • Advisory activities · 4 to 3
    May 2, 2025 to Jun 27, 2025
  • Financial planning clients · 1-10 to 1-10
    May 2, 2025 to Jun 27, 2025
  • Discretionary RAUM · $10.3M to $6.5M
    May 2, 2025 to Jun 27, 2025
  • RAUM · $10.3M to $6.5M
    May 2, 2025 to Jun 27, 2025
  • Accounts · 27 to 21
    Jul 25, 2024 to Apr 28, 2025
  • HNW clients · 10 to 13
    Jul 25, 2024 to Apr 28, 2025
  • Individual clients · 17 to 7
    Jul 25, 2024 to Apr 28, 2025
  • State-registered IARs · 3 to 2
    Jul 25, 2024 to Apr 28, 2025
  • Discretionary RAUM · $7.6M to $10.3M
    Jul 25, 2024 to Apr 28, 2025
  • HNW RAUM · $4.2M to $4.3M
    Jul 25, 2024 to Apr 28, 2025
  • Individual RAUM · $3.6M to $2.2M
    Jul 25, 2024 to Apr 28, 2025
  • Non-discretionary RAUM · $223,000 to $0
    Jul 25, 2024 to Apr 28, 2025
  • RAUM · $7.8M to $10.3M
    Jul 25, 2024 to Apr 28, 2025
Signals
5 dated events
  • Unity Wealth Partners no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $7.1M)
    Sep 1, 2026 · Left the SEC roster · derived
  • Ju Hwan Oh left Unity Wealth Partners for Money Concepts Advisory Service (registered 2025-03-13)
    Dec 16, 2024 · Advisor changed firm · fact
  • Thomas John Mcdevitt (Chief Compliance Officer) appeared on Schedule A of Unity Wealth Partners
    Jul 25, 2024 · Control person joined · fact
  • Matthew Ames left Unity Wealth Partners for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-05-09)
    Apr 29, 2024 · Advisor changed firm · fact
  • Unity Wealth Partners filed its initial SEC registration (Form ADV)
    Apr 29, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
linkedin.com/company/unity-wealth-partnersreportedpublic record, Form ADV, Sep 17, 2026
Website
unitywealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$3.6Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026