Unified Wealth Management LLC
● SEC registered since 2024CRD 284553SEC# 801-131522Oldsmar, FL
Reg. AUM
$151.3M
Employees
2
Accounts
972
Location
Oldsmar, FL
Unified Wealth Management LLC assets under management
Unified Wealth Management LLC is an investment advisory firm registered with the SEC based in Oldsmar, FL. The firm has been registered since 2024. It reports $151.3 million in regulatory assets under management and employs 2 people.
Unified Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Zachary Powers Hobby Control | Ceo/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Unified Wealth Management LLC manage?
Unified Wealth Management LLC reports $151.3 million in regulatory assets under management on its Form ADV.
How many employees does Unified Wealth Management LLC have?
Unified Wealth Management LLC reports 2 employees.
Where is Unified Wealth Management LLC located?
Unified Wealth Management LLC is based in Oldsmar, FL and has been SEC-registered since 2024.
Does Unified Wealth Management LLC disclose fund performance?
Unified Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 220 Pine Avenue N, Suite a, Oldsmar, FL 34677 |
| Phone | 727-216-8051 |
| Office hours | 9 a.m.- 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.3M▲ 42%
Jan '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
$151.3Mregulatory AUM
Discretionary $144.6MNon-discretionary $6.7M