United Success Wealth Management

RIASEC Registered

Total AUM

$77.5M

Discretionary

$76M

98% of AUM

Avg account

$527K

Accounts

147

Employees

Advisory reps

Firm details

Headquarters: Chatham, New Jersey
CRD number: 327031
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.77%
Individuals29.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

United Success Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and combines financial planning with portfolio management for both personal and small business clients as well as for businesses or institutions. Its advisory menu includes written publications and client education through seminars and workshops. Fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant.