Noah P. Kiedrowski

UNITY WEALTH PARTNERS

Orange, CA 92868

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CRD#: 7406918

Professional summary

Noah Peter Kiedrowski is a registered financial advisor currently at UNITY WEALTH PARTNERS located in Orange, California.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Noah has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Peter Kiedrowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2024 - Present

UNITY WEALTH PARTNERS

Office #1: 4050 W. Metropolitan Dr. Suite 150, Orange, CA 92868

RIA

CRD#: 316222

Orange, CA

Past

October 26, 2021 - July 23, 2024

STOCK OPTIONS DAD LLC

RIA

CRD#: 315586

LAGUNA NIGUEL, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UNITY WEALTH PARTNERS

CRD#: 316222 / SEC#: 801-130370

RIA

Registered Investment Advisory firm - (5/29/2024 Approved)

California

Registered Investment Advisory firm - (7/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/25/2024)

IAR

Texas
(7/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/2021

Uniform Investment Adviser Law Examination

Current Firm

UNITY WEALTH PARTNERS

CRD#: 316222 / SEC#: 801-130370

RIA

Registered Investment Advisory firm - (5/29/2024 Approved)

California

Registered Investment Advisory firm - (7/24/2024 Terminated)

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Contact information

Main Address

4050 W. Metropolitan Dr. Suite 150, Orange, CA 92868

Mailing Address

Phone number

(949) 688-0928

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE 2A 042825 (4/28/2025)

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 6,503,876

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Noah P. Kiedrowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Peter Kiedrowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITY WEALTH PARTNERS

STOCK OPTIONS DAD LLC

Primary Firm SEC Registration

UNITY WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2021

Current Firm

UNITY WEALTH PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNITY WEALTH PARTNERS

TRUST BUT VERIFY

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