{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/284553#adviser","name":"UNIFIED WEALTH MANAGEMENT LLC","alternateName":"UNIFIED WEALTH MANAGEMENT LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"284553"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-131522"}],"address":{"@type":"PostalAddress","addressLocality":"OLDSMAR","addressRegion":"FL","postalCode":"34677","addressCountry":"United States"},"url":"https://www.linkedin.com/mwlite/company/unified-wealth-management-llc","description":"UNIFIED WEALTH MANAGEMENT LLC is a Registered Investment Adviser based in OLDSMAR, FL. Reports $151,261,565 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":151261565},{"@type":"PropertyValue","propertyID":"Number of accounts","value":972},{"@type":"PropertyValue","propertyID":"Employees","value":2},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/284553","https://reports.adviserinfo.sec.gov/reports/ADV/284553/PDF/284553.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T08:34:22.098Z"}}