UNITED WEALTH MANAGEMENT, LLC
SEC RegisteredYour Financial Co-Pilot
About the firm
United Wealth Management was founded in 2005 to serve United Airlines pilots with financial planning tailored to their unique benefits package, contract terms, and retirement options. The firm works exclusively with United pilots, offering clarity on the interconnected financial decisions that shape retirement. They specialize in financial planning, portfolio management, retirement income strategies, and lifetime tax planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning strategies, portfolio management, retirement income strategies, and lifetime tax planning, including benefits elections, Roth conversions, Social Security timing, Medicare and healthcare planning, and PRAP account management.
Who they serve
United Airlines pilots at every stage of their career, from new pilots needing clarity on benefits elections to tenured pilots planning retirement timing and income strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 109 | $59M |
| High Net Worth Individuals | 148 | $347M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 0 to $800,000 | 1.00% |
| $800,000 to $1,800,000 | 0.75% |
| $1,800,000 and above | 0.50% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. UNITED WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched