CRD: 327031
United Success Wealth Management
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-20-2023
- Office Locations
- 1
Office Locations
About United Success Wealth Management
United Success Wealth Management is a fee-only fiduciary advisor serving business owners and busy professionals. The firm provides investment management and comprehensive financial planning with a strong tax focus, including tax prep/filing, cash-flow and debt management, retirement and college planning, and insurance and estate/trust coordination with outside attorneys/CPAs. Client portfolios are custodied at Charles Schwab, and the team works virtually nationwide.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEAN L. AMARAL
Chief Compliance Officer, Chief Investment Officer, Managing Partner
- CRD
- #5018949
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,007,328 | -- |
| Non-Discretionary | $1,530,643 | -- |
| Total | $77,537,971 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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