Overview
Assets Under Management: $151 million
Headquarters: OLDSMAR, FL
High-Net-Worth Clients: 31
Average Client Assets: $3.1 million
Frequently Asked Questions
UNIFIED WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284553), UNIFIED WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
UNIFIED WEALTH MANAGEMENT LLC is headquartered in OLDSMAR, FL.
UNIFIED WEALTH MANAGEMENT LLC serves 31 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, UNIFIED WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
UNIFIED WEALTH MANAGEMENT LLC manages $151 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, UNIFIED WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.89%
Average Client Assets: $3.1 million
Total Client Accounts: 972
Discretionary Accounts: 796
Non-Discretionary Accounts: 176
Regulatory Filings
CRD Number: 284553
Filing ID: 2069734
Last Filing Date: 2026-03-10 17:10:36