UNITED SUCCESS WEALTH MANAGEMENT

Overview

United Success Wealth Management is an independent Registered Investment Adviser structured as an LLC and operated by an individual owner. The firm focuses on serving individuals and families, offering a mix of discretionary portfolio management and financial planning. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, publication of periodic market commentary, and delivery of educational seminars and workshops. Investment activity shows a clear tilt toward fixed‑income strategies, with U.S. government securities representing the single largest public allocation. The firm charges fees on a percentage‑of‑AUM basis while also offering hourly and fixed‑fee engagements, which supports a range of client relationships from ongoing asset management to project‑based financial planning. United Success Wealth Management does not describe itself as an active ESG investor, is not positioned as a capital allocator, and is not a multi‑state adviser. United Success maintains industry relationships with accounting and insurance firms to coordinate client planning and risk management needs. Its custody and execution are concentrated through a single primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices