Alan Bewley
United Wealth Management · Charlottesville, Virginia
Alan Bewley is a fee-only financial advisor at United Wealth Management in Charlottesville, Virginia. United Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | United Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $406.6M across 945 accounts |
| SEC registration | Investment adviser representative in AL, CA, CO, FL, IL, KS, MD, PA, TX, VA · CRD 4503119 |
| Exams passed | Series 63 (2002) · Series 65 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.unitedwealthmanagement.com |
How Alan's firm compares
- United Wealth Management's average account is about $430,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Alan
Is Alan Bewley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and United Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, United Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alan Bewley based?
Alan Bewley is based in Charlottesville, Virginia.
Is Alan Bewley registered with the SEC?
Yes. Alan Bewley is registered as an investment adviser representative in AL, CA, CO, FL, IL, KS, MD, PA, TX and VA (CRD 4503119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does United Wealth Management manage?
United Wealth Management reports $406.6M across 945 accounts in assets under management.
How do I contact Alan Bewley?
Through Alan's website, www.unitedwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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