Unified Wealth Management LLC
Unified Wealth Management LLC is an SEC-registered mass-market adviser in Oldsmar, FL with $151.3M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Unified Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284553, SEC 801-131522, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $151.3M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Oldsmar, FL
- Employees
- 2
- Clients
- 327
- CRD
- 284553
- Ownership
- HOBBY, ZACHARY, POWERS; DiMarco, Robert
How much AUM does Unified Wealth Management LLC have?
Unified Wealth Management LLC reported $151.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Unified Wealth Management LLC?
Disclosed owners and executives of Unified Wealth Management LLC include HOBBY, ZACHARY, POWERS, DiMarco, Robert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.