Investment adviser · CRD 133202

UNIFIED WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

UNIFIED WEALTH MANAGEMENT, LLC.

SCOTTSDALE, AZ, United States · Form ADV filed Jun 30, 2020

Regulatory AUM: $162M
Client accounts: 806
Employees: 8
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	687	$97,488,828	60.2%
High-net-worth individuals	119	$64,508,088	39.8%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1440837 · Jun 30, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7025 N. SCOTTSDALE RD., SUITE 110
SCOTTSDALE, AZ, 85253, United States

CRD 133202

Filing source

Form ADV 1440837 · Jun 30, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.