UNIFIED WEALTH MANAGEMENT, LLC.
Legal name: UNIFIED WEALTH MANAGEMENT, LLC
CRD #133202 SEC #801-107512 SCOTTSDALE, AZ 480-668-3016
SEC Registered
Total AUM
$162M
Discretionary
$94.7M
Employees
8
Clients
1
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $162M | $94.7M | $67.3M | 8 | 0 |
| Feb 2020 | $162M | $94.7M | $67.3M | 8 | 0 |
| Jun 2019 | $176.4M | $88.8M | $87.6M | 9 | 1 |
| Mar 2019 | $176.4M | $88.8M | $87.6M | 9 | 1 |
| Sep 2018 | $176.9M | $176.9M | $0 | 10 | 2 |
| Apr 2018 | $176.9M | $176.9M | $0 | 10 | 2 |
| Apr 2018 | $176.9M | $176.9M | $0 | 10 | 2 |
| Mar 2018 | $176.9M | $176.9M | $0 | 10 | 2 |
| May 2017 | $133.3M | $133.3M | $0 | 8 | 400 |
| Mar 2017 | $133.3M | $133.3M | $0 | 8 | 400 |
| Feb 2017 | $102.2M | $102.2M | $0 | 9 | 400 |
| Jan 2017 | $102.2M | $102.2M | $0 | 9 | 400 |
| Jan 2017 | $102.2M | $102.2M | $0 | 9 | 400 |
| Jul 2016 | $102.2M | $102.2M | $0 | 9 | 400 |
| Apr 2016 | $102.2M | $102.2M | $0 | 9 | 400 |
| Apr 2016 | $102.2M | $102.2M | $0 | 9 | 400 |
| Mar 2016 | $102.2M | $102.2M | $0 | 9 | 400 |
| Jul 2012 | $75M | $75M | $0 | 11 | 200 |
| Jun 2012 | $75M | $75M | $0 | 11 | 200 |
| Jun 2012 | $75M | $75M | $0 | 11 | 200 |
| May 2012 | $75M | $75M | $0 | 11 | 200 |
| May 2012 | $75M | $75M | $0 | 11 | 200 |
| Mar 2012 | $75M | $75M | $0 | 11 | 200 |
| Mar 2011 | $59.4M | $59.4M | $0 | -- | -- |
| Apr 2010 | $63M | $63M | $0 | -- | -- |
| Feb 2009 | $66.5M | $65.4M | $1M | -- | -- |
| Jan 2008 | $70.3M | $68.7M | $1.6M | -- | -- |
| Jan 2007 | $65M | $64M | $953.1K | -- | -- |
| Mar 2006 | $43.1M | $42.7M | $383.3K | 10 | -- |
DateJun 2020
Total AUM$162M
Discretionary$94.7M
Non-Disc.$67.3M
Employees8
Clients0
DateFeb 2020
Total AUM$162M
Discretionary$94.7M
Non-Disc.$67.3M
Employees8
Clients0
DateJun 2019
Total AUM$176.4M
Discretionary$88.8M
Non-Disc.$87.6M
Employees9
Clients1
DateMar 2019
Total AUM$176.4M
Discretionary$88.8M
Non-Disc.$87.6M
Employees9
Clients1
DateSep 2018
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees10
Clients2
DateApr 2018
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees10
Clients2
DateApr 2018
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees10
Clients2
DateMar 2018
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees10
Clients2
DateMay 2017
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees8
Clients400
DateMar 2017
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees8
Clients400
DateFeb 2017
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees9
Clients400
DateJan 2017
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees9
Clients400
DateJan 2017
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees9
Clients400
DateJul 2016
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees9
Clients400
DateApr 2016
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees9
Clients400
DateApr 2016
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees9
Clients400
DateMar 2016
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees9
Clients400
DateJul 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees11
Clients200
DateJun 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees11
Clients200
DateJun 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees11
Clients200
DateMay 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees11
Clients200
DateMay 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees11
Clients200
DateMar 2011
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$66.5M
Discretionary$65.4M
Non-Disc.$1M
Employees--
Clients--
DateJan 2008
Total AUM$70.3M
Discretionary$68.7M
Non-Disc.$1.6M
Employees--
Clients--
DateJan 2007
Total AUM$65M
Discretionary$64M
Non-Disc.$953.1K
Employees--
Clients--
DateMar 2006
Total AUM$43.1M
Discretionary$42.7M
Non-Disc.$383.3K
Employees10
Clients--