# Unrivaled Wealth Management

> Unrivaled Wealth Management is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 325112
- Filed as: UNRIVALED WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325112
- AdvisorCensus page: https://advisorcensus.com/firm/unrivaled-wealth-management-325112

## Quick answers

**How is Unrivaled Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Unrivaled Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Unrivaled Wealth Management registered with the SEC or a state?**
Unrivaled Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325112.

**How much does Unrivaled Wealth Management manage?**
Unrivaled Wealth Management reports $11,946,830 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Unrivaled Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (5).

**Does Unrivaled Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325112

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,946,830
- Discretionary: $11,946,830
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,503,219 |
| High net worth individuals | 6 | $9,443,611 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unrivaledwm.com
- Facebook facebook.com
- Instagram @matthew_garasic
- LinkedIn @unrivaled-wealth-management
- X @Matthew_Garasic
- X @UnrivaledWM
- YouTube @UnrivaledWealthManagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unrivaled Wealth Management (CRD 325112): Form ADV filing data as of October 2026.