Unified Wealth Management LLC

RIASEC RegisteredEst. 2024

Total AUM

$151M

Discretionary

$145M

96% of AUM

Avg account

$156K

Accounts

972

Employees

Advisory reps

Firm details

Headquarters: Oldsmar, Florida
CRD number: 284553
Registered since: December 6, 2024
Website: www.unifiedwm.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI62.89%
Individuals35.62%
Pension & Profit Sharing Plans1.48%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Unified Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individuals, families and some institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its typical fee arrangements combine a percentage of assets under management with hourly charges. Unified Wealth Management does not self-identify as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm lists relationships with professional affiliates including accountants, an insurance company and a real estate broker.