UNITED WEALTH PLANNING, LLC
SEC file number 801-106716
· GARDEN CITY, NY
https://upo.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
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Discretionary AUM
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Employees
3
Clients
2
Firm
- Address
- 377 OAK STREET
GARDEN CITY, NY 11530 - Phone
- —
- Website
- https://upo.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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EB5 United Long Cove, LLC · D/A · Jul 14, 2026$100M
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Capital United Casa Lucera I, LLC · D/A · Jul 9, 2026$16M
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EB5 United Park City, LLC · D · Jun 24, 2026$524.8M
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EB5 UNITED TAHOE, LLC · D/A · Jun 23, 2026$24M
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Capital United Casa Lucera I, LLC · D · Jun 16, 2026$16M
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EB5 United Park City, LLC · D/A · Jun 11, 2026$35.2M
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EB5 United Big Sky V, LLC · D · Jun 3, 2026$120M
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Arrowstreet Investment Trust - Arrowstreet United States Equity Trust Fund · D/A · Apr 30, 2026
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EB5 United Park City, LLC · D · Apr 15, 2026$524.8M
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CS United Club Ltd · D · Apr 15, 2026
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Apollo United Self Storage Institutional LLC · D/A · Mar 23, 2026$25M
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Apollo United Self Storage I LLC · D/A · Mar 23, 2026$25M
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EB5 UNITED TAHOE, LLC · D · Oct 23, 2025$24M
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EB5 UNITED DRIGGS, LLC · D · Oct 23, 2025$20.8M
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EB5 United Long Cove, LLC · D · Sep 16, 2025$100M
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EB5 United Okeechobee II, LLC · D · Aug 26, 2025$100M
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EB5 United Big Sky IV, LLC · D · Jul 8, 2025$150.4M
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Arrowstreet Investment Trust - Arrowstreet United States Equity Trust Fund · D · May 13, 2025