$151.3M Total AUM
$144.6M Disc. AUM
-- 3Y CAGR
2 Employees
328 ADV. Clients
9 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-16-2016
- Office Locations
- 1
Office Locations
220 Pine Avenue N Suite A Oldsmar FL
About Unified Wealth Management LLC
Unified Wealth Management is a full-service RIA in Oldsmar, FL providing financial, retirement, estate, insurance, and tax-strategy planning alongside personalized investment management. The firm works with individuals and business owners, serving retail and institutional relationships. Portfolios primarily use public funds with some ETF exposure.
Team overview
-- AVG AGE
$75.6M AVG AUM / ADVISOR
$461.2K AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
ZACHARY POWERS HOBBY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5723906
- Ownership
- 75% or more
Available
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Nermine Bolos
Investment Advisor Representative
- CRD
- #5248342
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,584,498 | $181,639 |
| Non-Discretionary | $6,677,067 | $37,938 |
| Total | $151,261,565 | $155,619 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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