Alan Taylor Bewley
Investment adviser representative at United Wealth Management, LLC
30 yearsExperience
10 statesRegistered in
$406.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- United Wealth Management, LLCDec 2004 to now
- United AirlinesMar 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 10 states (AL, CA, CO, FL, IL, KS, MD, PA, TX, VA).
United Wealth Management, LLC
$406.6MAssets managed
257Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4503119
- Firm CRD
- 133986