United Success Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
United Success Wealth Management provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, standalone financial plans, and public educational seminars and webinars.
Investment decisions are informed by a mix of fundamental, technical, macroeconomic analysis and Modern Portfolio Theory to construct customized, diversified portfolios that the firm describes as dynamic and unconstrained. For select clients, USWM implements an options overlay (covered calls and cash‑secured puts), uses derivatives in managed accounts, and may include limited alternative investments such as REITs or private placements to manage risk or enhance yield.
Notable operational and conflict-of-interest disclosures distinguish the firm from many peers: the firm’s principal maintains affiliated businesses that provide insurance and accounting/tax services and an affiliated insurance agency through which advisors may receive commissions, and the firm’s owner also holds the office property and engages an affiliated marketing company. The firm emphasizes disclosure and client choice to manage these relationships, provides itemized fee invoices and quarterly personalized reviews, and retains all client custody at a single institutional custodian.
Client services
Expertise
Fee options
$100 to $5,000 depending on complexity
Under $500,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.30% Over $1,000,000+: 1.00%
$150 to $350 per hour
Main office
See office548 Main Street
Chatham NJ 07928
Advisors at this office
1
Offices (2)
Most active in
California · New Jersey · New York · Texas
Also doing business as
United Success LLC · United Success Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
David N
Series 63, Series 65
Chatham, NJ
United Success Wealth Management
David Novak is a financial advisor at United Success Wealth Management with two years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Measured Risk Portfolios/Kings Road Financial and Axa Advisors LLC, as well as ten years as a self-employed advisor. United Success Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm uses a combination of fundamental, technical, and macroeconomic analysis alongside Modern Portfolio Theory to build customized, diversified portfolios, offering both discretionary and non-discretionary management as well as educational seminars and webinars.
Kean A
CFA®, Series 63, Series 65
Short Hills, NJ
United Success Wealth Management
Kean Amaral is a CFA® charterholder with 19 years of industry experience. He currently serves as the sole advisor at United Success Wealth Management and has held positions at Merrill Lynch and Fortis Capital Advisors. Outside of his advisory work, he owns and operates a marketing services firm and manages an Airbnb property. United Success LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies across multiple asset classes and integrates accounting, tax, and insurance services within its offering.
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