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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOBBY, ZACHARY, POWERS | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBY, ZACHARY, POWERS | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBY, ZACHARY, POWERS | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBY, ZACHARY, POWERS | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBY, ZACHARY, POWERS | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBY, ZACHARY, POWERS | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| DiMarco, Robert | I | DIRECT OWNER | D | Control |
| HOBBY, ZACHARY, POWERS | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jun 23, 2025 REGISTERED
Notice Filings (4)
FL NJ TX VA
Address
220 PINE AVENUE NSUITE A
OLDSMAR, FL 34677
United States
Phone: 727-216-8051