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UNIFIED WEALTH MANAGEMENT LLC
CRD 284553 · SEC 801-131522
220 PINE AVENUE N, SUITE A, OLDSMAR, FL, 34677, United States
Phone
727-216-8051
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.3M
Discretionary AUM
$144.6M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 294 | $53.9M |
| High net worth individuals | 31 | $95.1M |
| Pension/profit sharing plans | 2 | $2.2M |
States served
NJ, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD