United Wealth Management, LLC
● SEC registered since 2020CRD 133986SEC# 801-119185
Reg. AUM
$406.6M
Employees
5
Accounts
945
Location
—
United Wealth Management, LLC assets under management
United Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $406.6 million in regulatory assets under management and employs 5 people.
United Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Taylor Bewley Control | Managing Partner | Under 5% | 2004 |
| Cirrus Consulting, LLC Control | Owner | 25-50% | 2024 |
| Elizabeth Marie Turner Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does United Wealth Management, LLC manage?
United Wealth Management, LLC reports $406.6 million in regulatory assets under management on its Form ADV.
How many employees does United Wealth Management, LLC have?
United Wealth Management, LLC reports 5 employees.
Does United Wealth Management, LLC disclose fund performance?
United Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 434-923-8112 |
| Fax | 434-923-8111 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$406.6M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$406.6Mregulatory AUM
Discretionary $406.6M