United Wealth Management, LLC

United Wealth Management, LLC (CRD# 133986) is a financial advisory firm headquartered in , . They manage $237,277,746 in 522 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $454,555
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
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, IL, KS, MD, NC, PA, TN, TX, VA

Financial Advisors at United Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan T. Bewley
CRD#: 4503119
Charlottesville, VA

Alan Bewley (CRD# 4503119) is an Investment Advisor Representative working at United Wealth Management, LLC in Charlottesville, VA and has over 21 years of experience in the finance industry.

2
Daniel D. Lohmar
CRD#: 4694799
Rochester, IL

Daniel Lohmar (CRD# 4694799) is an Investment Advisor Representative working at United Wealth Management, LLC in Rochester, IL and has over 20 years of experience in the finance industry.

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