# UNIFIED WEALTH MANAGEMENT, LLC.

UNIFIED WEALTH MANAGEMENT, LLC. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 133202
- Type: SEC-registered investment adviser
- SEC file number: 801-107512
- Location: 7025 N. SCOTTSDALE RD., SUITE 110, SCOTTSDALE, AZ, 85253
- Phone: 480-668-3016
- Latest filing: 2020-06-30
- Regulatory AUM: $162.0M
- Discretionary AUM: $94.7M
- Non-discretionary AUM: $67.3M
- Clients: 8
- Accounts: 806

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BOEHM RICHARD ANDREW | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| EICHENBERGER LORI ANN JORGENSEN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133202/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133202/similar
- Related entities: https://search.stillhousedata.com/firm/133202/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133202

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.