LP Profile

United Wealth Management

Also known as united wealth

Wealth ManagerCharlottesville, United StatesFounded 2005
$205M
Assets Under Management
Charlottesville
Headquarters
Investment Focus

About United Wealth Management

PRAP Management and Financial Planning for Pilots at United Airlines. Like our clients, we too are United Pilots.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to United Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$406.6M
Total Clients
945
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to United Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is United Wealth Management?

United Wealth Management is a wealth manager based in Charlottesville, United States, managing approximately $205M in assets.

Where is United Wealth Management headquartered?

United Wealth Management is headquartered in Charlottesville, United States.

How much does United Wealth Management manage?

United Wealth Management manages approximately $205M in assets under management.

When was United Wealth Management founded?

United Wealth Management was founded in 2005.

How can I contact United Wealth Management?

Verified contact details, key decision-makers, and investment preferences for United Wealth Management are available on LPbacked. Create a free account to access them.