Unified Wealth Management LLC

Unified Wealth Management LLC (CRD# 284553) is a financial advisory firm headquartered in Oldsmar, FL. They manage $58,003,973 in 632 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $91,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Unified Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Zachary P. Hobby
CRD#: 5723906
220 Pine Avenue N, Suite A, Oldsmar, FL 34677

Zachary Hobby (CRD# 5723906) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 13 years of experience in the finance industry.

2
David P. Meglay
CRD#: 4340916
220 Pine Avenue N, Suite A, Oldsmar, FL 34677

David Meglay (CRD# 4340916) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 22 years of experience in the finance industry.

3
Nermine Bolos
CRD#: 5248342
220 Pine Avenue N, Suite A, Oldsmar, FL 34677

Nermine Bolos (CRD# 5248342) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 17 years of experience in the finance industry.

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