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UNITED WEALTH MANAGEMENT, LLC
CRD 133986 · SEC 801-119185
AL, United States
Phone
434-923-8112
Fax
434-923-8111
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$406.6M
Discretionary AUM
$406.6M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $59.2M |
| High net worth individuals | 148 | $347.3M |
States served
AL, CA, CO, GA, IL, KS, MD, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD