We believe clients deserve more than just outstanding money management. As expert solution providers, our team provides an Undivided Plan based on “What’s Most Important to You.” Our comprehensive planning is centered on your values and life stage. As independent wealth advisors, we serve our clients with our unique proprietary three-part planning process. Designed for you and your family, our planning incorporates all facets of your life. Our team builds your Undivided Plan from your investment plan, financial plan and life plan. Clients tell us our planning approach is unlike anything they’ve experienced before. Some consider it revolutionary. Even radical. We believe it’s the only way to serve you best. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (finra.org)/SIPC (sipc.org). Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Undivided Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. Undivided Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. For additional, please contact Kestra IS Compliance Department at 737-443-2582.
View Top Employees from Undivided Wealth Management, LLCWebsite | http://www.undividedwealth.com |
Revenue | $3 million |
Employees | 4 (3 on RocketReach) |
Founded | 2018 |
Address | 657 Spirit Airpark W Dr 104, Chesterfield, Missouri 63005, US |
Phone | (314) 696-0980 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Legacy Wealth, LLC, Modernize Wealth, Pillar Wealth Strategies, Stone Beacon Capital |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Undivided Wealth Management, LLC annual revenue was $3 million in 2024.
Gary Baker is the President, Managing Partner of Undivided Wealth Management, LLC.
3 people are employed at Undivided Wealth Management, LLC.
Undivided Wealth Management, LLC is based in Chesterfield, Missouri.
The NAICS codes for Undivided Wealth Management, LLC are [523, 52393, 5239, 52].
The SIC codes for Undivided Wealth Management, LLC are [62, 628].