United Wealth Management
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2941 of mapped providers
Assets under administration$16.9B0.0%Market share · rank #797
Fees received$2MMedian $13,550/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical United Wealth Management plan look like?
Service mix · median fees per plan
Count of plans where United Wealth Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 2 | $2,720 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $21,660 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $1,510,049 |
Competitor overlap
Percent of United Wealth Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under United Wealth Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under United Wealth Management; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $2M | 10y | 1 |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLANNY · 166052226-001 | $41M | 505 | $0 | 8y | - |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 ANNUITY FUNDNY · 161350306-005 | $28M | 389 | $5,440 | 4y | - |
SWANSON INDUSTRIES, INC.WV · 550770512-001 | $9M | 281 | $21,660 | 10y | - |
Flag exposure
75.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into United Wealth Management.
- JUDITH HOGAN
- JUDITH J GUSH
- UNITED WEALTH MANAGEMENT
- UNITED WEALTH MANAGEMENT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for United Wealth Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with United Wealth Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on United Wealth Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Fredrikson & Byron PA | 1 | 25.0% |