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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2020
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EICHENBERGER, LORI, ANN JORGENSEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENBERGER, LORI, ANN JORGENSEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENBERGER, LORI, ANN JORGENSEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHENBERGER, LORI, ANN JORGENSEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOEHM, RICHARD, ANDREW | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 30, 2020 REGISTERED
Notice Filings (20)
AR AZ CA CT DE FL HI IA IL MA NC NJ NY OH OR RI SC TX VA WA
Address
7025 N. SCOTTSDALE RD.SUITE 110
SCOTTSDALE, AZ 85253
United States
Phone: 480-668-3016