Overview
Assets Under Management: $407 million
High-Net-Worth Clients: 148
Average Client Assets: $2.3 million
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 148 high-net-worth clients according to their SEC filing dated January 22, 2026. 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 $407 million in client assets according to their SEC filing dated January 22, 2026.
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: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.43%
Average Client Assets: $2.3 million
Total Client Accounts: 945
Discretionary Accounts: 945
Regulatory Filings
CRD Number: 133986
Filing ID: 2042993
Last Filing Date: 2026-01-22 09:12:36