Unified Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oldsmar, FL. Its latest Form ADV filing, dated March 10, 2026, reports $151M in regulatory assets under management, 2 employees, and 972 accounts.
Assets Under Management
$151M
Employees
2
Offices
--
Total Clients
327
Primary office
OLDSMAR, FL
220 PINE AVENUE N, SUITE A, OLDSMAR, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.9% of total clients.
Top client categories% of clientsClients
1
Individuals
89.9%
294
2
HNWI
9.5%
31
3
Pension Plans
0.6%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 10, 2026
Discretionary95.6%
$145M
96% of total RAUM95.6%
Non-discretionary4.4%
$7M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts972
10Y AUM Change+$45M (+42.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee164:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.