UNIONVIEW WEALTH PARTNERS

1500 Westlake Ave North
Suite 124
Seattle, Washington 98109
Tel: 206-708-1048

About UNIONVIEW WEALTH PARTNERS

UNIONVIEW WEALTH PARTNERS, formally registered with the SEC as UNIONVIEW WEALTH PARTNERS. The firm was established in 07/17/2019. They have over 1 offices throughout the country.

UNIONVIEW WEALTH PARTNERS is a Seattle, Washington based Financial Planning firm with nearly $291,471,753 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304462
SEC#	801-116968
Assets Managed by Firm	$291,471,753
No. of Clients	564
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	564	$291,471,753
Individuals (other than high net worth individuals)	83	$26,114,758
High net worth individuals	85	$265,356,995

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