Unified Wealth Management LLC
Unified Wealth Management LLC (CRD# 284553) is a financial advisory firm headquartered in Oldsmar, FL. They manage $81,692,708 in 794 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management82MILLION
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Total Number of Accounts794ACCOUNTS
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Average Account Value$102,888
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX, VA
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.
David Meglay (CRD# 4340916) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 23 years of experience in the finance industry.
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.