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Noah Peter Kiedrowski

Unity Wealth Partners

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About Noah Peter Kiedrowski

Noah Kiedrowski is an Investment Advisor Representative at Unity Wealth Partners, based in Orange, California. Noah has been in the financial services industry since 2014 and holds the Series 65 license. Noah is also registered to provide investment advisory services in California and Texas. Noah specializes in providing financial planning services to individuals and families, as well as portfolio management for investment companies. Noah is also a Quality Control Manager for Dendreon Pharmaceuticals, a non-investment related company, where he works full-time.

Firm Information

Noah Kiedrowski is currently registered with Unity Wealth Partners. Unity Wealth Partners is an investment advisor registered with the SEC. The firm, based in Orange, CA, manages approximately $7.8 million in assets for 27 clients, including high-net-worth individuals and individuals other than high-net-worth. Unity Wealth Partners offers financial planning, portfolio management for individuals, investment companies, and the selection of other advisors. They have a total of 3 investment adviser representatives.
Unity Wealth Partners

4050 W. METROPOLITAN DR.

ORANGE, CA 92868

$7.83M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Noah Kiedrowski’s Registration & Firm History

CA

07/25/2024 - Present

Unity Wealth Partners (ORANGE CA)

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Licenses & Designations

IA

Issued 05/21/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Noah Peter Kiedrowski.
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