ET
Elizabeth M. Turner
UNITED WEALTH MANAGEMENT
Charlottesville, VA
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CRD#: 6067132
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Professional summary
Elizabeth Marie Turner, who also goes by Elizabeth M Acosta, Elizabeth M. Acosta, Elizabeth Marie Acosta, Elizabeth M. Turner, is a registered financial advisor currently at UNITED WEALTH MANAGEMENT, LLC located in Charlottesville, Virginia.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Elizabeth has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth M Acosta | Elizabeth M. Acosta | Elizabeth Marie Acosta | Elizabeth M. Turner
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Marie Turner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 8, 2025 - Present
UNITED WEALTH MANAGEMENT, LLC
RIA
CRD#: 133986
Charlottesville, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
UNITED WEALTH MANAGEMENT, LLC
UNITED WEALTH MANAGEMENT, LLC
CRD#: 133986 / SEC#: 801-119185
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (10/19/2020 Terminated)California
Registered Investment Advisory firm - (11/18/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/30/2020 Terminated)Florida
Registered Investment Advisory firm - (10/19/2020 Terminated)Illinois
Registered Investment Advisory firm - (7/29/2020 Terminated)Kansas
Registered Investment Advisory firm - (10/19/2020 Terminated)Maryland
Registered Investment Advisory firm - (10/30/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/21/2020 Terminated)Texas
Registered Investment Advisory firm - (10/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (10/19/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(4/8/2025)
Exams
Current Firm
UW
UNITED WEALTH MANAGEMENT, LLC
UNITED WEALTH MANAGEMENT, LLC
CRD#: 133986 / SEC#: 801-119185
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (10/19/2020 Terminated)California
Registered Investment Advisory firm - (11/18/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/30/2020 Terminated)Florida
Registered Investment Advisory firm - (10/19/2020 Terminated)Illinois
Registered Investment Advisory firm - (7/29/2020 Terminated)Kansas
Registered Investment Advisory firm - (10/19/2020 Terminated)Maryland
Registered Investment Advisory firm - (10/30/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/21/2020 Terminated)Texas
Registered Investment Advisory firm - (10/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (10/19/2020 Terminated)PREMIUM
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Contact information
Main Address
Charlottesville, VA
Mailing Address
Phone number
(434) 923-8112
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 632 |
| AUM (Assets Under Management) | $ 311,108,698 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
