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Unionview Wealth Partners

EST. AUM
$291,471,753

CONTACTS
2

CLIENT ACCOUNTS
564

Firm Details

Metro area Seattle
CRD Number 304462
Website unionviewwealthpartners.com
Client types

Overview

Unionview Wealth Partners, located in Seattle, has been providing financial services to individuals and families since 2009. The firm focuses on understanding the specific needs of each client in order to develop customized financial plans and investment portfolios. As an Independent Registered Investment Advisor, Unionview aims to offer impartial advice and practical financial strategies. Its independent status allows the firm to allocate resources and attention to each client as needed. * Acquired by Composition Wealth in March 2025

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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