Charlottesville, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
United Wealth Management, LLC
Team
Firm-wide stats for United Wealth Management, LLC
About
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.
Based on United Wealth Management, LLC
Location
Charlottesville VA
Advisors at this office
3
Advisors at this office
Alan B
Series 63, Series 65
Charlottesville, VA
United Wealth Management, LLC
Alan Bewley is a financial advisor at United Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Wealth Management since 2004. In addition to his advisory role, he works as a flight officer for United Airlines. United Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. The firm offers tailored asset-allocation advice through model portfolios and standalone financial planning, with a focus on managing accounts on a discretionary, continuous basis.
Harry Z
Series 66
Charlottesville, VA
United Wealth Management, LLC
Harry Zinsser III is a financial advisor at United Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Virginia Asset Management, and Minnesota Life Insurance Company. Outside of his financial advisory role, Zinsser serves as a pilot in the West Virginia Air National Guard and as a reserve First Officer pilot for United Airlines. United Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes tailored asset allocations based on client suitability, fundamental analysis, and long-term investments, managing approximately $406.6 million across about 257 client relationships as of December 2025.
Daniel L
CFP®, Series 63, Series 65
Charlottesville, VA
United Wealth Management, LLC
Daniel Lohmar is a CFP® certificant with 21 years of experience in financial advising at United Wealth Management, LLC, where he has worked since 2005. He also has a long-standing career as a Flight Officer with United Airlines, a role he has held since 1997. United Wealth Management provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing approximately $406.6 million across about 257 client relationships.
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