United Wealth Management, LLC

United Wealth Management, LLC (CRD# 133986) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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.

AL, CA, CO, FL, IL, PA, TX, VA

Financial Advisors at United Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel D. Lohmar
CRD#: 4694799
Rochester, IL
96
Wealthminder
score

Daniel Lohmar (CRD# 4694799) is an Investment Advisor Representative working at United Wealth Management, LLC in Rochester, IL and has over 13 years of experience in the finance industry. Daniel Lohmar 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
Alan T. Bewley
CRD#: 4503119
Charlottesville, VA
93
Wealthminder
score

Alan Bewley (CRD# 4503119) is an Investment Advisor Representative working at United Wealth Management, LLC in Charlottesville, VA and has over 14 years of experience in the finance industry.

3
William O. Fitzpatrick
CRD#: 6471029
Birmingham, AL
87
Wealthminder
score

William Fitzpatrick (CRD# 6471029) is an Investment Advisor Representative working at United Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

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