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Building 2UNIFIED WEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone480-668-3016
NotebookSEC #801-63676
Total AUM
$75M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7025 N. SCOTTSDALE RD.
SUITE 110
SCOTTSDALE
AZ 85253
United States
Operating Hours
9 AM THROUGH 5 PM
Monday - Friday
Phone
480-668-3016

ReceiptFinancials

Total AUM
$75M
Accounts
525
Discretionary
$75M
Accounts
525
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTIANJNYRITX

HandshakeAffiliates

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

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