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Building 2UNIFIED WEALTH MANAGEMENT LLC

Map pinOLDSMAR, FL
Phone727-216-8051
NotebookSEC #801-131522
Total AUM
$151.3M
Employees
2
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 PINE AVENUE N
SUITE A
OLDSMAR
FL 34677
United States
Operating Hours
9 AM- 5 PM
Monday - Friday
Phone
727-216-8051

ReceiptFinancials

Total AUM
$151.3M
Accounts
972
Discretionary
$144.6M
Accounts
796
Non-Discretionary
$6.7M
Accounts
176

ContactClients

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Individual Clients
294
AUM
$53.9M
HNW Individual Clients
31
AUM
$95.1M
Pension/Profit Sharing Plan Clients
2
AUM
$2.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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