UNIFIED WEALTH MANAGEMENT LLC

Overview

Unified Wealth Management LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses, with select institutional relationships. The firm charges clients on a percentage-of-AUM basis and also offers hourly advisory engagements, supporting both ongoing portfolio management and project-based planning. Its practice emphasizes managed, discretionary relationships (the vast majority of client assets are discretionary) and a core allocation to pooled public funds rather than direct stock-only strategies. The firm reports relationships with external professionals including accountants, insurance companies and real estate brokers, which it leverages for client servicing and referrals. ESG investing is not a stated focus. Unified Wealth Management uses third-party external managers and funds when accessing non-traditional exposures. It also employs conventional products such as mutual funds and annuities as part of client solutions, and brings alternative asset exposure—private equity, venture capital, hedge funds, private placements and real estate—into portfolios where appropriate for client suitability and liquidity profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices