Investment adviser · CRD 304462
UNIONVIEW WEALTH PARTNERS
Investment adviser filing (IA)
UNIONVIEW, LLC
SEATTLE, WA, United States · Form ADV filed Jan 31, 2025
- Regulatory AUM
- $291M Form ADV · Item 5.F
- Client accounts
- 564 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 85 | $265,356,995 | 91.0% |
| Individuals | 83 | $26,114,758 | 9.0% |
Filing source
Form ADV 1933189 · Jan 31, 2025 · 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: Jan 31, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1500 WESTLAKE AVE NORTH, SUITE 124SEATTLE, WA, 98109, United States
CRD 304462
Filing source
Form ADV 1933189 · Jan 31, 2025 · 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.