The UNITED WEALTH GROUP is a privately held investment adviser that advises $2.22Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. UNITED WEALTH GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 64.91% over the last 5-years.
The Group has been registered with the SEC for 34.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 377 OAK STREET SUITE 403, HEMPSTEAD, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 33 employees comprised of 21 investment and 12 non-investment staff. The total number of Employees increased by 32% over the last 5-years.
Their $2.22Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 96 other accounts. Assets of High Net Worth Individuals clients own $1.67Bn or 75.17% of Total Assets and Individuals own $368.6mn or 16.62% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
UNITED WEALTH GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.