RIA Intel›Advisers›New Jersey›UNITED SUCCESS LLC

UNITED SUCCESS LLC

Advisory

CHATHAM, NJ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in NJ

#620

of 775 advisers by AUM

Average account

$527K

across 147 accounts

AUM per adviser

$78M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$78M

Discretionary %

98%

Clients

63

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$78M

Discretionary AUM$76M

Non-Discretionary AUM$2M

Discretionary %98%

Total Clients63

Team

Total Employees4

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

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$77M

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LIFETIME WEALTH ADVISORS, LLC

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$78M

QPLUM LLC

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$77M

+76.7% 1Y

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

PRINCETON, NJ

$77M

OLSON, CROSS & ALAMO ADVISORS LLC

RED BANK, NJ

$76M

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