Unified Wealth Management, LLC

Unified Wealth Management, LLC (CRD# 133202) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $102,206,654 in 757 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    757
    ACCOUNTS
  • Average Account Value
    $135,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, IA, IL, MA, NJ, NY, OH, RI, TX

Financial Advisors at Unified Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Shawn M. Agan
CRD#: 4230601
7025 N. Scottsdale Rd., Suite 110, Scottsdale, AZ 85253
96
Wealthminder
score

Shawn Agan (CRD# 4230601) is an Investment Advisor Representative working at Unified Wealth Management, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. Shawn Agan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Adam P. Bishop
CRD#: 5087904
7025 N. Scottsdale Rd., Suite 110, Scottsdale, AZ 85253
96
Wealthminder
score

Adam Bishop (CRD# 5087904) is an Investment Advisor Representative working at Unified Wealth Management, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry. Adam Bishop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew J. Michael
CRD#: 5382739
7025 N. Scottsdale Rd., Suite 110, Scottsdale, AZ 85253
93
Wealthminder
score

Matthew Michael (CRD# 5382739) is an Investment Advisor Representative working at Unified Wealth Management, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

4
Richard A. Boehm
CRD#: 2365186
7025 N. Scottsdale Rd., Suite 110, Scottsdale, AZ 85253
86
Wealthminder
score

Richard Boehm (CRD# 2365186) is an Investment Advisor Representative working at Unified Wealth Management, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry. Richard Boehm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew R. Boehm
CRD#: 3242506
95 Glastonbury Blvd., #303, Glastonbury, CT 06033
81
Wealthminder
score

Matthew Boehm (CRD# 3242506) is an Investment Advisor Representative working at Unified Wealth Management, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.

6
Michael S. Ferguson
CRD#: 4394413
4707 Executive Dr., San Diego, CA 92121
81
Wealthminder
score

Michael Ferguson (CRD# 4394413) is an Investment Advisor Representative working at Unified Wealth Management, LLC in San Diego, CA and has over 16 years of experience in the finance industry.

7
Cory M. Huff
CRD#: 5096249
2435 Kimberly Road,, Suite #85, Bettendorf, IA 52722
81
Wealthminder
score

Cory Huff (CRD# 5096249) is an Investment Advisor Representative working at Unified Wealth Management, LLC in Bettendorf, IA and has over 11 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.