CRD: 133986
United Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2005
- Office Locations
- 3
Office Locations
About United Wealth Management, LLC
United Wealth Management is a fee-only independent RIA founded by United Airlines pilots, specializing in PRAP management, retirement investment management, and life-centered financial planning for United pilots and their families. The team shares the same contract and benefits as clients; partner Dan Lohmar (CFP) is the only airline pilot Registered Life Planner. Meetings are often virtual; Schwab is a primary custodian.
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Owner & Executives
ALAN TAYLOR BEWLEY
Investment Advisor, Managing Partner
- CRD
- #4503119
- Ownership
- Less than 5%
Elizabeth Marie Turner
Chief Compliance Officer
- CRD
- #6067132
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIEL DAVID LOHMAR
--
- CRD
- #4694799
Kimberly Voigt
Business Execution Consultant
- CRD
- #7170268
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,587,608 | $430,251 |
| Non-Discretionary | $0 | -- |
| Total | $406,587,608 | $430,251 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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