Unified Wealth Management Llc
- Regulatory AUM
- $151M
- Discretionary
- $145M
- Clients
- 327
- Avg AUM / client
- $463K
- Accounts
- 972
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 294 | $53.9M | 35.6% |
| High net worth individuals | 31 | $95.1M | 62.9% |
| Pension and profit sharing plans | 2 | $2.2M | 1.48% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zachary Powers Hobby | Ceo/Chief Compliance Officer | Jun 2016 (10y) | 75% or more | |
| Nermine Bolos | Registered representative | Jun 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $147M (97% of AUM) Aug 2026
- American Funds Distributors, Inc. $4.0M (3% of AUM) Aug 2026
- National Financial Services (Fidelity) $916K (1% of AUM) Feb 2025
- Nationwide Investment Services Corporation $239K (0% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗