United Success Wealth Management

RIAState 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, LLC-structured registered investment adviser serving individual and family clients. The firm combines fee models — percentage of AUM, hourly, and fixed fees — and offers a mix of financial planning and portfolio management for individuals, small businesses, and institutions. Its advisory activities also include publishing periodicals or newsletters and running educational seminars or workshops. The firm reports relationships with an accountant and an insurance company as industry affiliations and does not position itself as a capital allocator. It is not an active ESG investor.