← Tributary

UNIFIED WEALTH MANAGEMENT LLC

OLDSMAR, FL · CRD 284553 · IAPD ↗ · 727-216-8051

$151.3MRegulatory AUM
2Advisory reps
2Employees
1Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — UNIFIED WEALTH MANAGEMENT LLC reported RAUM up 34% ($113.0M -> $151.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
January 2025 — UNIFIED WEALTH MANAGEMENT LLC (OLDSMAR, FL) is newly SEC-registered with $106.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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