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| Unified Wealth Management LLC
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|---|---|
| CRD # | 284553 |
| SEC # | 801-131522 |
| CIK # | |
| AUM | $113.0 M (2025-06-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 727-216-8051 |
| Address | 220 Pine Avenue N Oldsmar, FL 34677 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 45.8 |
| (b) Individuals (high net worth individuals) | 27 | 66.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 913 | 113.0 |
| By Discretionary | ||
| Discretionary | 833 | 109.4 |
| Non-Discretionary | 80 | 3.6 |
| Total | 913 | 113.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.0 | |
| Total | 913 | 113.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seven Hills Capital Advisors LLC
✚
|
OH | 0.1 |
|
Cantlon Financial Planning LLC
✚
|
0.1 | |
|
Investment Office Resources LLC
✚
|
MO | 0.1 |
|
E-Wealth Partners LLC
✚
|
MN | 0.1 |
|
Kissling Financial Services LLC
✚
|
PA | 0.1 |
|
Core Alpha Inc
✚
|
NY | 0.1 |
|
Prosper Private Wealth LLC
✚
|
AZ | 0.1 |
|
A J Feldman Financial LLC
✚
|
0.1 | |
|
Montchanin Asset Management LLC
✚
|
DE | 0.1 |
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 0.1 |