Unrivaled Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,946,830
Clients
11
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$1,086,075
About
Unrivaled Wealth Management provides wealth management and financial planning to individuals and a range of institutional and business clients, including pension and profit‑sharing plans, charitable organizations, and corporations. Services include discretionary portfolio management, ongoing and project‑based financial planning, and monitoring and advisory support for held‑away accounts such as employer retirement plans and 529 plans.
The firm’s investment approach combines modern portfolio theory with fundamental analysis and a mix of passive and active strategies, and it may use third‑party outside managers when appropriate. It operates as a fee‑only fiduciary, customizes asset allocation to client goals and risk tolerance, and conducts periodic reviews and ongoing monitoring of client accounts.
Compared with many independent advisers, Unrivaled is notable for providing portfolio management to institutional clients in addition to individuals and for offering educational seminars and speaking engagements to groups; the brochure specifies these sessions are strictly educational and do not provide individualized advice. The firm manages a relatively small number of client relationships and emphasizes integrated planning by addressing cash flow, retirement, college savings, and insurance needs alongside investment management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Entity structure planning (LLC, S-Corp)
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Initial onboarding fee ranging from $500 to $8,000; Ongoing Financial Planning fixed fee ranges from $7,500 to $30,000 per year; Project-Based Financial Planning fixed fees range from $3,000 to $20,000; Educational seminars fees begin at $1,500
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $7,000,000: 0.60% $7,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001+: 0.25%
Project-Based Financial Planning hourly rate is $500 per hour
Minimum fee: Minimum total annual fee for Wealth Management Services is $9,000 Fee-only: Fee-only firm; no commissions or sales charges
Main office location
Unrivaled Wealth Management
Salem OH, United States
Number of offices
1
Most active in
Unrivaled Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
(330) 540-1778
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