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Unified Wealth Management LLC

● SEC registered since 2024CRD 284553SEC# 801-131522Oldsmar, FL
Export (members)
Reg. AUM
$113M
Employees
1
Accounts
913
Location
Oldsmar, FL

Unified Wealth Management LLC assets under management

Unified Wealth Management LLC is an investment advisory firm registered with the SEC based in Oldsmar, FL. The firm has been registered since 2024. It reports $113 million in regulatory assets under management and employs 1 people.
www.linkedin.com/mwlite/company/unified-wealth-management-llcView on SEC.gov ↗

Unified Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Zachary Powers Hobby ControlCeo/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Unified Wealth Management LLC manage?

Unified Wealth Management LLC reports $113 million in regulatory assets under management on its Form ADV.

How many employees does Unified Wealth Management LLC have?

Unified Wealth Management LLC reports 1 employees.

Where is Unified Wealth Management LLC located?

Unified Wealth Management LLC is based in Oldsmar, FL and has been SEC-registered since 2024.

Does Unified Wealth Management LLC disclose fund performance?

Unified Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 Pine Avenue N, Suite a, Oldsmar, FL 34677
Phone727-216-8051
Office hours9 a.m.- 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.4M
Non-discretionary$3.6M
Total (RAUM)$113M