Overview
Assets Under Management: $311 million
High-Net-Worth Clients: 98
Average Client Assets: $465,371
Frequently Asked Questions
UNITED 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 #133986), UNITED WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
UNITED WEALTH MANAGEMENT, LLC serves 98 high-net-worth clients according to their SEC filing dated August 07, 2025. View client details ↓
According to their SEC Form ADV, UNITED WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
UNITED WEALTH MANAGEMENT, LLC manages $311 million in client assets according to their SEC filing dated August 07, 2025.
According to their SEC Form ADV, UNITED 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: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.66
Average High-Net-Worth Client Assets: $465,371
Total Client Accounts: 632
Discretionary Accounts: 632
Regulatory Filings
CRD Number: 133986
Filing ID: 2008027
Last Filing Date: 2025-08-07 14:29:00
Website: https://unitedwealthmanagement.com