Wealthunite Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhasset, NY. Its latest Form ADV filing, dated March 30, 2026, reports $63M in regulatory assets under management, 1 employee, 1 office, and 48 accounts.
Assets Under Management
$63M
Employees
1
Offices
1 office
Total Clients
48
Primary office
MANHASSET, NY
1129 NORTHERN BLVD, SUITE 404, MANHASSET, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
36
2
Individuals
25.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$63Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$63M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$63M
Total Accounts48
10Y AUM Change+$13M (+26.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee48:1
10Y Employee Change-3 (-75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.