Unified Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Unified Wealth Management reports 327 clients. They include 294 individual clients, 31 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 95.6% ($145M across 796 accounts) are managed with discretion; $6.68M across 176 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 36% |
| High-net-worth individuals | 9% | 63% |
| Pension and profit-sharing plans | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 294 | $53.9M | 35.6% | $183K |
| High-net-worth individuals | 31 | $95.1M | 62.9% | $3.07M |
| Pension and profit-sharing plans | Fewer than 5 | $2.25M | 1.5% | $1.12M |
| Total | 327 | $151M | 100% | — |
- Clients
- 294
- Regulatory AUM
- $53.9M
- AUM share
- 35.6%
- Avg. per client
- $183K
- Clients
- 31
- Regulatory AUM
- $95.1M
- AUM share
- 62.9%
- Avg. per client
- $3.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.25M
- AUM share
- 1.5%
- Avg. per client
- $1.12M
Total
- Clients
- 327
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Unified Wealth Management charges 0.50%–1.30% a year for its Annual Portfolio Fee. The fee is not negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Hourly financial planning fees, due when the services are rendered, will not exceed $300 per hour.
- Non-Investing Financial Plans
- Clients who request a financial plan without investment management pay one-time fees starting at $1,000 or $600, depending on the adviser.
Zachary Hobby owns 75% or more of Unified Wealth Management. The leadership team of Unified Wealth Management includes Chief Compliance Officer Zachary Hobby. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Unified Wealth Management LLC
Zachary Hobby
Control person · since June 2016
Unified Wealth Management’s regulatory assets grew from $113M (June 2025) to $151M (August 2026); clients were 327 in both filings and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $151M | 327 | 2 | 1 |
| Jun 2025June 2025 | $113M | 324 | 1 | 1 |
Besides its headquarters, Unified Wealth Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 220 Pine Avenue N, Suite A, OldsmarHQ
Contact and registration details
- Legal name
- Unified Wealth Management LLC
- Headquarters
- 220 Pine Avenue N, Suite A, Oldsmar, FL 34677
- Website
- unifiedwm.com
- Phone
- 727-216-8051
- SEC file
- 801-131522
- Structure
- Florida LLC
- Fiscal year end
- December
Unified Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($147M, 97%), American Funds Distributors ($4M, 3%) and Nationwide Investment Services ($239K, 0%). Unified Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $147M97%
- American Funds DistributorsAmerican Funds Distributors, Inc. · Los Angeles, CA · $4M3%
- Nationwide Investment ServicesNationwide Investment Services Corporation · Columbus, OH · $239K0%
At year end, Unified Wealth Management’s separately managed accounts were mostly in funds (87%).
What the accounts hold
- Stocks9%
- Funds87%
- Cash4%
How many clients does Unified Wealth Management have?
Unified Wealth Management has 327 clients and manages $151 million for them, as of August 2026. They include 294 individual clients, 31 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026
What services does Unified Wealth Management offer?
Unified Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Unified Wealth Management charge?
Unified Wealth Management charges 0.50%–1.30% a year for its Annual Portfolio Fee. The fee is not negotiable.
Which custodians does Unified Wealth Management use?
Unified Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $147M, American Funds Distributors, Inc. (Los Angeles, CA), with $4M and Nationwide Investment Services Corporation (Columbus, OH), with $239K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 August 2026
How many financial advisors does Unified Wealth Management have?
Unified Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Unified Wealth Management invest in?
At the end of its last fiscal year, Unified Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Unified Wealth Management?
Unified Wealth Management’s direct owner is Zachary Hobby (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026
How does Unified Wealth Management get paid?
Unified Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Unified Wealth Management?
Unified Wealth Management’s main office is at 220 Pine Avenue N, Suite A, Oldsmar, FL 34677. Its phone number is 727-216-8051. Its website is unifiedwm.com.