Unified Investment Management
Unified Investment Management is an SEC-registered ria in Atlanta, GA with $150.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Unified Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326056, SEC 801-127765, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $150.6M (2026-01-28)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 2
- Clients
- 89
- CRD
- 326056
- Ownership
- MALEC, RYAN; WEITZ, DAVID, T
How much AUM does Unified Investment Management have?
Unified Investment Management reported $150.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Unified Investment Management?
Disclosed owners and executives of Unified Investment Management include MALEC, RYAN, WEITZ, DAVID, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.