Unified Investment Management, LLC
● SEC registered since 2023CRD 326056SEC# 801-127765Atlanta, GA
Reg. AUM
$150.6M
Employees
2
Accounts
263
Location
Atlanta, GA
Unified Investment Management, LLC assets under management
Unified Investment Management, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2023. It reports $150.6 million in regulatory assets under management and employs 2 people.
Unified Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David T Weitz Control | Managing Partner And Chief Compliance Officer | 50-75% | 2023 |
| Ryan Malec Control | Managing Partner | 50-75% | 2023 |
Frequently asked questions
How much does Unified Investment Management, LLC manage?
Unified Investment Management, LLC reports $150.6 million in regulatory assets under management on its Form ADV.
How many employees does Unified Investment Management, LLC have?
Unified Investment Management, LLC reports 2 employees.
Where is Unified Investment Management, LLC located?
Unified Investment Management, LLC is based in Atlanta, GA and has been SEC-registered since 2023.
Does Unified Investment Management, LLC disclose fund performance?
Unified Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Glenlake Parkway, Suite 650, Atlanta, GA 30328 |
| Phone | (404) 920-4768 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$150.6M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$150.6Mregulatory AUM
Discretionary $150.6M