UNIFIED WEALTH MANAGEMENT LLC

OLDSMAR, Florida·2 registered advisors·CRD# 284553
SEC# 801-1315220727-216-8051
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNIFIED WEALTH MANAGEMENT LLC

2 registered advisors
Robert Dimarco
OLDSMAR, Florida
Zachary Powers Hobby
OLDSMAR, Florida
05

Office Locations

OLDSMAR, Florida
2 advisors

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Data sourced from SEC Form ADV filings. UNIFIED WEALTH MANAGEMENT LLC (CRD# 284553) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.