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Ceo/chief Compliance Officer · Unified Wealth Management LLC

Zachary P. Hobby

CRD 5723906 · Named on Form ADV at one SEC-registered adviser

At a glance

Unified Wealth Management LLC, an SEC-registered wealth manager based in Oldsmar, FL with $151 million in regulatory assets, lists Zachary P. Hobby on its Form ADV as Ceo/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Zachary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.