# United Wealth Management

United Wealth Management is a Bank / Wealth / Trust based in Charlottesville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlottesville, United States
- **Region:** North America
- **Address:** Charlottesville, VA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** unitedwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/united-wealth-management-llc

## Regulatory record

- **CRD number:** 133986
- **SEC file number:** 801-119185
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133986

## About

Founded in 2005, United Wealth Management is a Charlottesville-based registered investment advisor with a generalist wealth management mandate. The firm serves individuals, 401(k) plans, trusts, and corporate accounts, drawing from central Virginia's professional and retiree communities. Its origin as a regional RIA reflects the post-dot-com wave of independent advisory firm formation. The firm provides portfolio construction, asset allocation, and ongoing management across standard liquid asset classes including equities, fixed income, and mutual fund structures. United Wealth Management operates within the retail wealth channel rather than institutional alternatives; direct private investments, SPVs, or commingled proprietary vehicles have not been disclosed. Geographic concentration remains anchored in central Virginia. United Wealth Management has not publicized total assets under advisement, headcount, or satellite offices. In the absence of disclosed regulatory filings that break out firm-level AUM, the operation is best understood as a compact local practice. No adjacent philanthropic foundations, real-asset divisions, or peer-network memberships are associated with the brand. As a privately held RIA with no disclosed external capital partners or institutional co-investment programs, United Wealth Management's structure is a conventional owner-operated advisory shop. The principal driver of continuity for such firms is the advisor-client relationship, not a branded investment strategy or allocator seal of approval.

## Questions

### What is United Wealth Management's known posture on direct private investments or venture capital?

The firm operates in the retail wealth channel, constructing portfolios from standard liquid asset classes. No direct private company investments, venture capital allocations, or real estate syndications have been attributed to United Wealth Management in public disclosures.

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Last updated: 2026-06-03T20:00:00.000Z

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