UNITED WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 133986). Regulatory assets under management: $406.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 217-529-8230 |
| — | — | 1 | (434) 424-1434 |
| — | — | 1 | 217-529-8230 |
| — | — | 1 | (434) 424-1434 |