David Weitz
Unified Investment Management · Atlanta, Georgia
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.
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Facts
| Firm | Unified Investment Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $150.6M across 263 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 4429494 |
| Exams passed | Series 63 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.unifiedim.com |
How David's firm compares
- Unified Investment Management's average account is about $573,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about David
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.
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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