A complete list of active advisors currently associated with United Wealth Management, LLC

Warmer can help you find a great advisor at United Wealth Management, LLC or one who fits your needs even better.

United Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and plan participants. As of December 2025 the firm managed about $406.6 million across roughly 257 client relationships and offers both firm-developed model portfolios and standalone financial planning. The firm constructs and tailors asset allocations based on client suitability information, typically emphasizing fundamental analysis and long-term purchases with periodic rebalancing and at least annual performance reviews. United Wealth generally operates under discretionary authority and may use a third-party trading and execution provider (Advisor Logistics) to support trade execution and overlay services. Noteworthy features include a specific client relationship with the United Airlines Pilot Retirement Account Plan, scheduled financial-plan reviews tied to retirement milestones (15 years and 10 years from retirement, and annually thereafter), and a custodial relationship with Charles Schwab Advisor Services that provides institutional-level services to the firm subject to a $10 million collective asset threshold. The firm also does not vote proxies for advisory accounts, leaving proxy voting to clients.

To learn more about the advisors currently working at United Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse United Wealth Management, LLC's office locations.

Name	Location	Years of experience
Alan Bewley	Charlottesville, VA	22
Peter Dillon	Colorado Springs, CO	3
Daniel Lohmar	Charlottesville, VA	21
Elizabeth Turner	Williamsburg, VA	1
Kimberly Voigt	Nashville, TN	4
Harry Zinsser III	Charlottesville, VA	5

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