Unifimoney Ria is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 22, 2026, reports $314,000 in regulatory assets under management, 5 employees, and 463 accounts.
Assets Under Management
$314K
Employees
5
Offices
--
Total Clients
460
Primary office
AUSTIN, TX
4901 E. CESAR CHAVEZ ST., AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
460
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Kas of April 22, 2026
Discretionary35.7%
$112K
36% of total RAUM35.7%
Non-discretionary64.3%
$202K
64% of total RAUM64.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$314K
Total Accounts463
10Y AUM Change+$314K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee92:1
10Y Employee Change+2 (+66.7%)
* 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.