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UNITED WEALTH MANAGEMENT, LLC

· CRD 133986 · IAPD ↗ · unitedwealthmanagement.com · 434-923-8112

$406.6MRegulatory AUM
5Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — UNITED WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
February 2026 — UNITED WEALTH MANAGEMENT, LLC notice-filed in GA, NH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2026 — UNITED WEALTH MANAGEMENT, LLC reported RAUM up 31% ($311.1M -> $406.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
February 2025 — UNITED WEALTH MANAGEMENT, LLC reported RAUM up 31% ($237.3M -> $311.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.