UNITED WEALTH MANAGEMENT, LLC

Overview

United Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm uses a fee structure that includes a percentage of AUM, hourly charges and fixed fees, which supports both ongoing portfolio relationships and project-based planning work. United Wealth Management positions itself as a manager that delegates capital allocation to third-party strategies rather than operating proprietary investment vehicles — the filing indicates the firm is not a capital allocator. The firm’s investment activity favors pooled, professionally managed vehicles rather than concentrated single-stock exposures. That approach aligns with a client base composed of individual and family clients seeking curated portfolios and advice rather than high-turnover trading or direct-market micro-allocation. United Wealth Management is not identified as an active ESG investor in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices