# UNITED WEALTH MANAGEMENT, LLC

UNITED WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 133986
- Type: SEC-registered investment adviser
- SEC file number: 801-119185
- Phone: 434-923-8112
- Latest filing: 2026-03-09
- Regulatory AUM: $406.6M
- Discretionary AUM: $406.6M
- Clients: 5
- Accounts: 945

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Alan Taylor Bewley | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; OWNER | — |
| Daniel David Lohmar | OWNER | — |
| BEWLEY ALAN TAYLOR | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Elizabeth Marie Turner | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 217-529-8230 |
| — | — | 1 | (434) 424-1434 |
| — | — | 1 | 217-529-8230 |
| — | — | 1 | (434) 424-1434 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133986/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133986/similar
- Related entities: https://search.stillhousedata.com/firm/133986/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133986

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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.