Be advised. This firm is no longer registered.

Unified Wealth Management, LLC

Unified Wealth Management, LLC (CRD# 133202) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $161,996,916 in 806 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
7025 N. Scottsdale Rd., Suite 110, Scottsdale, AZ 85253
http://www.uwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    806
    ACCOUNTS
  • Average Account Value
    $200,989
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CT, DE, FL, HI, IL, MA, NC, NJ, NY, OH, OR, RI, SC, TX, VA, WA

Financial Advisors at Unified Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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