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| Happy Holidays!! thanks for using AUM13F!! |
| United Wealth Management LLC
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|---|---|
| CRD # | 133986 |
| SEC # | 801-119185 |
| CIK # | 0002055362 |
| AUM | $311.1 M (2025-04-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 434-923-8112 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UAL Corp /DE/ | 0.3 | ||
| Wells Fargo & Co/MN | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 265.5 |
| (b) Individuals (high net worth individuals) | 98 | 45.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 311.1 |
| By Discretionary | ||
| Discretionary | 632 | 311.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 311.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.1 | |
| Total | 632 | 311.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055362] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Philip Vongontard CFA LLC
✚
|
MO | 0.3 |
|
Walker Financial Services Inc
✚
|
KY | 0.3 |
|
International Money Matters Private Limited
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|
0.3 | |
|
Investment Professionals LLC
✚
|
WI | 0.3 |
|
Gray William Loyd Jr
✚
|
0.3 | |
|
LENK Ladner Investment Solutions LLC
✚
|
MA | 0.3 |
|
Leconte Wealth Management LLC
✚
|
TN | 0.3 |
|
Feldman Jeffrey Mark
✚
|
0.3 | |
|
Thomas Story and Son LLC
✚
|
IN | 0.3 |
|
The McHugh Group LLC
✚
|
0.3 |