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UNITED VALUE CAPITAL, LLC

· CRD 300533 · IAPD ↗ · unitedvaluecapital.com · 801-310-8101

$122.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2025 — UNITED VALUE CAPITAL, LLC (location n/a) is newly SEC-registered with $129.0M RAUM and 1 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.