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 is SEC-registered (registered in 2020) and operates as a limited liability company with a domestic entity/individual ownership structure. Its client mix centers on individual and family relationships, and its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service delivery emphasizes advisory relationships rather than acting as a capital allocator or pension consultant. The firm reports core advisory activities as financial planning services and portfolio management for individuals and small businesses.

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Location & Offices