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Building 2UNITED WEALTH MANAGEMENT, LLC

Map pin
Phone434-923-8112
NotebookSEC #801-119185
Total AUM
$406.6M
Employees
5
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
434-923-8112
Other Offices
2

ReceiptFinancials

Total AUM
$406.6M
Accounts
945
Discretionary
$406.6M
Accounts
945
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$59.2M
HNW Individual Clients
148
AUM
$347.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAILKSMDNCNHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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