United Wealth Management, LLC
United Wealth Management, LLC is an SEC-registered wealth manager with $406.6M assets under management (AUM, regulatory AUM), +31% over one year. See who owns United Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133986, SEC 801-119185, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $406.6M (2026-03-09)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 257
- CRD
- 133986
- Ownership
- BEWLEY, ALAN, TAYLOR; EVOLUTION CONSULTING, LLC; Turner, Elizabeth, Marie; LOHMAR, DANIEL, DAVID; CIRRUS CONSULTING, LLC
How much AUM does United Wealth Management, LLC have?
United Wealth Management, LLC reported $406.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns United Wealth Management, LLC?
Disclosed owners and executives of United Wealth Management, LLC include BEWLEY, ALAN, TAYLOR, EVOLUTION CONSULTING, LLC, Turner, Elizabeth, Marie, LOHMAR, DANIEL, DAVID, CIRRUS CONSULTING, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.