# UNITED SUCCESS WEALTH MANAGEMENT

UNITED SUCCESS WEALTH MANAGEMENT of CHATHAM, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 327031
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327031/similar
- Related entities: https://search.stillhousedata.com/firm/327031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327031

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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.