# David Weitz

> David Weitz is a fee-only financial advisor at Unified Investment Management in Atlanta, Georgia, who holds the CFA credential. Unified Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-weitz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Unified Investment Management
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $150.6M across 263 accounts
- **Credentials:** CFA
- **CRD:** 4429494 (https://adviserinfo.sec.gov/individual/summary/4429494)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (2001)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.unifiedim.com

## Frequently asked questions

### Is David Weitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Unified Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Unified Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Weitz based?

David Weitz is based in Atlanta, Georgia.

### What credentials does David Weitz hold?

David Weitz holds the CFA credential.

### Is David Weitz registered with the SEC?

Yes. David Weitz is registered as an investment adviser representative in GA (CRD 4429494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Unified Investment Management manage?

Unified Investment Management reports $150.6M across 263 accounts in assets under management.

### How do I contact David Weitz?

Through David's website, www.unifiedim.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4429494): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.