Unified Wealth Management

Investment Management • Westport, Connecticut, United States • 1-10 Employees

Company overview

Headquarters	180 Post Road E,ast, Suite 200, Westport, CT 06880, US
Phone number	+18668378299
Website	unifiedwealth.net
NAICS	5231
SIC	736
Keywords	Tax Planning, Financial Advisory, Wealth Management, Retirement Planning, Financial Planning, Investment Advisory, Estate Planning, Investment Management, Social Security, Risk Mangement, Portfolio Mangement, Money Mangement, Life Insurance & Long Term Care Insurance, Retirement Investment Strategies, Wealth Accumulation & Preservation Planning
Founded	2004
Employees	1-10
Socials

Key Contact at Unified Wealth Management

Rich Boehm

President and Founder

Unified Wealth Management Email Formats

Unified Wealth Management uses 1 email format. The most common is {first initial}{first initial}.{last name} (e.g., jj.doe@unifiedwealth.net), used 100% of the time.

Format	Example	Percentage
{first initial}{first initial}.{last name}	jj.doe@unifiedwealth.net	100%

About Unified Wealth Management

Richard Boehm is an advisor with Winthrop Wealth and conducts business through Winthrop Wealth under the name Unified Wealth Management. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Winthrop Wealth, a registered investment advisor. Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit: https://unifiedwealth.net/#disclaimer www.winthropwealth.com www.FINRA.org www.SIPC.org

Unified Wealth Management revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$1,500,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$9,600,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Unified Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Unified Wealth Management has never raised funding before.

Unified Wealth Management Tech Stack

Discover the technologies and tools that power Unified Wealth Management's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Visual Composer

Page builders

Genesis theme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

Unified Wealth Management is located in Westport, Connecticut, US.

You can reach Unified Wealth Management at +18668378299.

Unified Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Unified Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Unified Wealth Management

Rich Boehm

President and Founder

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