Unified Wealth Management Llc, FL — Investment Adviser | BuildTrust

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UNIFIED WEALTH MANAGEMENT LLC

Investment AdviceOLDSMAR, FL

Assets Under Management

$113M

Total AUM

Donut chart: Discretionary 109.4M, Non-Discretionary 3.6M
Category	Value
Discretionary	109.4M
Non-Discretionary	3.6M

Adviser Information

Field	Value
CRD Number	284553
SEC Number	801-131522
Street Address	220 PINE AVENUE N
Street Address 2	SUITE A
Location	OLDSMAR, FL 34677
Country	United States
Phone	727-216-8051
Total Employees	1

Client Count by Type (324 Total)

Horizontal bar chart: Individuals (other than H… 296, High Net Worth Individual… 27, Pension/Profit Sharing Pl… 1
Category	Value
Individuals (other than H…	296
High Net Worth Individual…	27
Pension/Profit Sharing Pl…	1