Unitas Wealth

Q: What industry does Unitas Wealth belong to?

Unitas Wealth is in the industry of: Finance , Securities Trading

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

395 N Service Rd Ste 206, Melville, New ...

Phone Number

(631) 485-2452

Website

www.unitaswealth.com

Revenue

$5.5 Million

Industry

Finance

Securities Trading

About Unitas Wealth

Unitas Wealth Management specializes in wealth planning and management, offering services such as financial planning, asset management, retirement planning, risk management, and legacy planning. They aim to help individuals, families, and businesses achieve financial success by providing clarity and confidence in their financial goals. Utilizing technology, they present a comprehensive overview of clients' financial situations and guide them in making informed decisions. Their focus is on understanding clients' values and visions to create tailored strategies for a secure financial future.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Unitas Wealth Org Chart

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Brian Yun

Managing Principal

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Elliot Altman

Wealth Management Associate

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Financial Planning Associate

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Financial Planning Associate

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Wealth Management Associate

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Wealth Advisor

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Retirement Planning Specialist

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Wealth Advisor

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Compare Similar Companies to Unitas Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Unitas Wealth

$5.5M

11-50

Private

2019

Brian YunManaging Principal

Private Client Group

$15.5M

11-50

Private

2009

Daniel IglesiasAnalyst

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Unitas Wealth Tech Stack

A closer look at the technologies used by Unitas Wealth

DocuSign

Cloudflare Website Optimization

Cloudflare

Bitly

Datadog

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Top Finance Companies

Frequently Asked Questions Regarding Unitas Wealth

What is Unitas Wealth's official website?

Unitas Wealth's official website is www.unitaswealth.com

What is Unitas Wealth's Revenue?

Unitas Wealth's revenue is $5.5 Million

What is Unitas Wealth's SIC code?

Unitas Wealth's SIC: 62,628

What is Unitas Wealth's NAICS code?

Unitas Wealth's NAICS: 52,523

How many employees does Unitas Wealth have?

Unitas Wealth has 11-50 employees

What industry does Unitas Wealth belong to?

Unitas Wealth is in the industry of: Finance, Securities Trading

What is Unitas Wealth competition?

Unitas Wealth top competitors include: Private Client Group

What technology does Unitas Wealth use?

Some of the popular technologies that Unitas Wealth uses are: DocuSign, Cloudflare Website Optimization, Bitly, Datadog

How do I contact Unitas Wealth?

Unitas Wealth contact info: Phone number: (631) 485-2452 Website: www.unitaswealth.com

What does Unitas Wealth do?

Is Unitas Wealth a public company?

Unitas Wealth is private company therefore does not currently have an official ticker symbol

See more information about Unitas Wealth

Unitas Wealth Latest Hires and Their Positions

Unitas Wealth is expanding and recently hired new employees. Here are the latest additions to the team.

Veena Lamba

Administrative Assistant

Joined May 11, 2026

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Brandon Sung

Financial Planning Associate

Joined May 11, 2026

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