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UNIFIED WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ
480-668-3016
SEC #801-107512Total AUM
$162M
Employees
8Clients
814Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7025 N. SCOTTSDALE RD.
SUITE 110
SCOTTSDALE
AZ 85253
United States
SUITE 110
SCOTTSDALE
AZ 85253
United States
Operating Hours
9 AM THROUGH 5 PM
Monday - Friday
Monday - Friday
Phone
480-668-3016
Other Offices
4
Financials
Total AUM
$162M
Accounts
806Discretionary
$94.7M
Accounts
442Non-Discretionary
$67.3M
Accounts
364
Clients
Individual Clients
687AUM
$97.5M
HNW Individual Clients
119AUM
$64.5M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACTDEFLHIILMANCNJNYOHORRISCTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.