UNIFIED WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$151,261,565
Discretionary
$144,584,498
Non-discretionary
$6,677,067
Firm details
- CRD number
- 284553
- SEC file number
- 801-131522
- Main office
- OLDSMAR, FL, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.