| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Taylor Bewley Control | Managing Member And Chief Compliance Officer | Under 5% | 2004 |
| Cirrus Consulting, LLC Control | Owner | 25-50% | 2024 |
| Evolution Consulting, LLC Control | Owner | Over 75% | 2024 |
United Wealth Management, LLC reports $311.1 million in regulatory assets under management on its Form ADV.
United Wealth Management, LLC reports 5 employees.
United Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 434-923-8112 |
| Fax | 434-923-8111 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $311.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $311.1M |