SEC Form ADV

UNIFIED WEALTH MANAGEMENT LLC

Firm profile: Unified Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$151.3M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-284553
Location: OLDSMAR, FL
Filing Date: August 5, 2026
AUM: $151.3M
Total Clients: 1
Institutional Clients: 2
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

UNIFIED WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in OLDSMAR, FL, managing approximately $151.3M in assets across 1 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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