UNRIVALED WEALTH MANAGEMENT

UNRIVALED WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 325112). Regulatory assets under management: $11.9M.

Registration

• CRD: 325112
• Type: Registered investment adviser
• Phone: (330) 540-1778
• Latest filing: 2026-01-20
• Regulatory AUM: $11.9M
• Discretionary AUM: $11.9M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325112 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search