Overview
Assets Under Management: $311 million
High-Net-Worth Clients: 4
Average Client Assets: $66 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.34
Average High-Net-Worth Client Assets: $66 million
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