UNIFIED WEALTH MANAGEMENT LLC

UNIFIED WEALTH MANAGEMENT LLC of OLDSMAR, FL is an SEC-registered investment adviser (CRD 284553). Regulatory assets under management: $151.3M.

Registration

• CRD: 284553
• SEC file number: 801-131522
• Type: Registered investment adviser
• Location: 220 PINE AVENUE N, OLDSMAR, FL, 34677
• Phone: 727-216-8051
• Latest filing: 2026-08-05
• Regulatory AUM: $151.3M
• Discretionary AUM: $144.6M
• Non-discretionary AUM: $6.7M
• Clients: 2
• Accounts: 972

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284553 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search