UNIFIED WEALTH MANAGEMENT, LLC.

UNIFIED WEALTH MANAGEMENT, LLC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 133202). Regulatory assets under management: $162.0M.

Registration

• CRD: 133202
• SEC file number: 801-107512
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 133202 on SEC IAPD (source of record)
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