SEC Form ADV

UNITED WEALTH MANAGEMENT, LLC

Registered Investment Adviser
$406.6M
Assets Under Management
945
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-133986
Filing Date
March 9, 2026
AUM
$406.6M
Total Clients
945
Amendment
No

About this Adviser

UNITED WEALTH MANAGEMENT, LLC is a registered investment adviser, managing approximately $406.6M in assets across 945 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.