Investment adviser · CRD 328842
UNIFIMONEY RIA
Investment adviser filing (IA)
UNIFIMONEY RIA QOZB, LLC
AUSTIN, TX, United States · Form ADV filed Apr 22, 2026
- Regulatory AUM
- $314K Form ADV · Item 5.F
- Client accounts
- 463 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 460 | $314,000 | 100.0% |
Filing source
Form ADV 2097381 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
4901 E. CESAR CHAVEZ ST.AUSTIN, TX, 78702, United States
CRD 328842
Filing source
Form ADV 2097381 · Apr 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.