UNIFIED WEALTH MANAGEMENT LLC
CRD #284553 SEC #801-131522 OLDSMAR, FL 727-216-8051
SEC Registered
Total AUM
$113M
Discretionary
$109.4M
Employees
1
Clients
26
Accounts
913
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $113M | $109.4M | $3.6M | 1 | 1 |
| Mar 2025 | $113M | $109.4M | $3.6M | 1 | 1 |
| Feb 2025 | $106.5M | $3.5M | $102.9M | 1 | 0 |
| Jan 2025 | $106.5M | $3.5M | $102.9M | 2 | 0 |
| Dec 2024 | $106.5M | $3.5M | $102.9M | 2 | 0 |
| Nov 2024 | $106.5M | $3.5M | $102.9M | 2 | 0 |
| Oct 2024 | $106.5M | $3.5M | $102.9M | 2 | 0 |
DateJun 2025
Total AUM$113M
Discretionary$109.4M
Non-Disc.$3.6M
Employees1
Clients1
DateMar 2025
Total AUM$113M
Discretionary$109.4M
Non-Disc.$3.6M
Employees1
Clients1
DateFeb 2025
Total AUM$106.5M
Discretionary$3.5M
Non-Disc.$102.9M
Employees1
Clients0
DateJan 2025
Total AUM$106.5M
Discretionary$3.5M
Non-Disc.$102.9M
Employees2
Clients0
DateDec 2024
Total AUM$106.5M
Discretionary$3.5M
Non-Disc.$102.9M
Employees2
Clients0
DateNov 2024
Total AUM$106.5M
Discretionary$3.5M
Non-Disc.$102.9M
Employees2
Clients0
DateOct 2024
Total AUM$106.5M
Discretionary$3.5M
Non-Disc.$102.9M
Employees2
Clients0