UNITED SUCCESS WEALTH MANAGEMENT

UNITED SUCCESS WEALTH MANAGEMENT of CHATHAM, NJ is an SEC-registered investment adviser (CRD 327031). Regulatory assets under management: $77.5M.

Registration

• CRD: 327031
• Type: Registered investment adviser
• Location: 548 MAIN STREET, CHATHAM, NJ, 07928
• Phone: 212-258-0790
• Latest filing: 2026-03-23
• Regulatory AUM: $77.5M
• Discretionary AUM: $76.0M
• Non-discretionary AUM: $1.5M
• Clients: 4
• Accounts: 147

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search