UNITED WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$406,587,608
Discretionary
$406,587,608
Non-discretionary
$0
Firm details
- CRD number
- 133986
- SEC file number
- 801-119185
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.