United Wealth Management

Wealth Management Firm in Platteville, WI

Firm Info
Address: 3255 Foothill Ct, Dubuque, IA 52001, USA
Phone: (563) 231-7022

Firm Size
Assets Under Management: $205.1 million
# of Advisors: 2
# of Clients: 326
Client to Advisor Ratio: 163:1
Average Account Size: $629,138
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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United Wealth Management, LLC Overview

UNITED WEALTH MANAGEMENT, LLC is a fee-only registered investment advisory firm based in Charlottesville, VA. The company has been in business since 2020 and specializes in providing investment advice to individuals and small businesses. As a fee-only firm, clients can trust that the firm's interests are aligned with theirs, as they do not earn commissions or fees from the sale of financial products. UNITED WEALTH MANAGEMENT offers financial planning services designed to help clients achieve their financial goals and build wealth. The firm works with clients to develop customized financial plans that take into account their unique circumstances, including their income, expenses, assets, and liabilities. Their financial planning services cover a wide range of topics, including retirement planning, college savings, estate planning, and tax planning. In addition to financial planning, UNITED WEALTH MANAGEMENT provides portfolio management services to individuals and small businesses. The firm creates portfolios that are tailored to each client's risk tolerance, investment objectives, and time horizon. Clients can choose from a range of portfolio management styles, including passive and active management strategies to help them achieve their investment goals. Overall, UNITED WEALTH MANAGEMENT is a trusted investment advisory firm that provides financial planning and portfolio management services to help individuals and small businesses achieve their financial goals. With a focus on fee-only advice, the firm is dedicated to putting clients' interests first and providing the highest level of service.

UNITED WEALTH MANAGEMENT, LLC serves a diverse range of clients, including individuals and high net worth individuals seeking tailored financial advice. The firm is dedicated to providing comprehensive and customized solutions to meet the unique needs of each client. Whether a client is in need of investment management, retirement planning, or wealth preservation, UNITED WEALTH MANAGEMENT, LLC is committed to delivering the highest level of service and expertise. Fee structures for services provided by UNITED WEALTH MANAGEMENT, LLC vary depending on the specific needs of each client. For those seeking investment management services, fees are typically calculated as a percentage of Assets Under Management (AUM). Hourly fees may be charged for one-time consultations or for specific projects. Additionally, fixed fees may be charged for services such as financial planning or estate planning. The firm's fee structures are transparent and designed to provide clients with flexibility and peace of mind. With UNITED WEALTH MANAGEMENT, LLC, clients can be confident they are receiving expert financial guidance that prioritizes their unique goals and needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for UNITED WEALTH MANAGEMENT, LLC does not mention an investment minimum for their investment advisory services.

How This Office Can Help Platteville, WI Residents

United Wealth Management provides comprehensive financial planning and investment management solutions to assist clients in Platteville, WI. We work closely with our clients to understand their unique financial situations and tailor our services to meet their specific needs. Platteville, WI is a small college town with a diverse population and a range of financial situations. Some residents may be struggling with high student loan debt or the cost of living, while others may be looking to save for retirement or invest in their children's education. United Wealth Management can offer guidance in all of these areas and more, helping clients to establish financial goals and develop a plan to achieve them. Our team can also provide ongoing support and advice to help clients navigate unexpected financial challenges and make informed decisions about their future.

To view the Minimum Investment and Fee Schedule for United Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by United Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by United Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3255 Foothill Ct, Dubuque, IA 52001, USA
Phone (563) 231-7022
Opening Hours
  • Mon 8:30 AM–4:30 PM
  • Tue 8:30 AM–4:30 PM
  • Wed 8:30 AM–4:30 PM
  • Thu 8:30 AM–4:30 PM
  • Fri 8:30 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 818 VILLAGE ROAD, CHARLOTTESVILLE, VA 22903, United States

This firm has no other locations.

State Registrations

United Wealth Management, LLC is registered to service clients in the following states:

  • Alabama
  • California
  • Colorado
  • Florida
  • Illinois
  • Kansas
  • Maryland
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

United Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.