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United Wealth Management, LLC
United Wealth Management, LLC is a fee-only, independent Registered Investment Adviser founded in Charlottesville, Virginia. The firm specializes in financial planning and portfolio management primarily for pilots at United Airlines, uniquely qualified as its advisors are also United Pilots. As of Q2 2025, it has approximately 5 employees and serves over 100 high net worth individual clients, managing hundreds of millions in assets. The firm was founded with a niche client focus, operates from Charlottesville, and draws on aviation industry expertise to advise pilots navigating their unique financial circumstances.
Investment Strategy
United Wealth Management’s investment strategy emphasizes globally diversified, continuously invested portfolios, primarily utilizing the Dimensional Fund Advisors (DFA) family of funds. The firm avoids market timing, refrains from relying on economic forecasts, and maintains an evidence-based, long-term perspective rooted in Nobel Prize-winning research. It sees market downturns as opportunities to buy rather than to raise cash. Each client’s plan is highly personalized, incorporating life-goal planning, savings, basic estate planning, and protection, thus aligning investment management with individualized financial life planning.
Latest 13F Filing Activity
United Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 24 equity positions with a total 13F market value of $344M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. United Wealth Management, LLC reduced exposure to Vanguard Scottsdale FDS, Dimensional Etf Trust, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 36.51% | $125.8M | 3,509,007 | $34.48 | $35.84 | +$12.4M |
D DFGX | DIMENSIONAL ETF TRUST | 8.95% | $30.8M | 577,940 | $52.32 | $53.36 | -$52.3K |
D DFIC | DIMENSIONAL ETF TRUST | 8.58% | $29.6M | 950,789 | $26.04 | $31.09 | +$3.0M |
D DUHP | DIMENSIONAL ETF TRUST | 7.45% | $25.7M | 721,458 | $33.77 | $35.56 | +$2.1M |
D DFSV | DIMENSIONAL ETF TRUST | 7.21% | $24.8M | 843,368 | $30.41 | $29.43 | +$2.2M |
Industry Allocation
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