← Back to searchVisit website
UNITED SUCCESS WEALTH MANAGEMENT
UNITED SUCCESS LLC
CRD 327031
548 MAIN STREET, CHATHAM, NJ, 07928, United States
Phone
212-258-0790
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$77.5M
Discretionary AUM
$76.0M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $22.7M |
| High net worth individuals | 22 | $54.9M |
All web addresses on file
Official SEC filing: View on IAPD