Overview
Assets Under Management: $17.2 billion
Headquarters: IRVING, TX
High-Net-Worth Clients: 138
Average Client Assets: $60 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.14
Average High-Net-Worth Client Assets: $60 million
Total Client Accounts: 41,738
Discretionary Accounts: 40,022
Non-Discretionary Accounts: 1,716
Regulatory Filings
CRD Number: 134600
Filing ID: 1978393
Last Filing Date: 2025-06-10 16:32:00
Website: https://unitedcapitalwealth.com