UNIWEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$373,163,474
Discretionary
$4,744,085
Non-discretionary
$368,419,389
Firm details
- CRD number
- 138009
- SEC file number
- 801-66275
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.