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| Keyboard |
| UAK Diversified LLC
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|---|---|
| CRD # | 300506 |
| SEC # | 801-135344 |
| CIK # | |
| AUM | 122.7 M (2026-06-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 651-757-5534 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 45.3 |
| (b) Individuals (high net worth individuals) | 61 | 77.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 122.7 |
| By Discretionary | ||
| Discretionary | 550 | 122.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 122.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.7 | |
| Total | 550 | 122.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Worth Financial Group Inc
✚
|
TX | 122.8 M |
|
Legacy Financial Services Group Inc
✚
|
MI | 122.8 M |
|
Contango Wealth Management LLC
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CA | 122.8 M |
|
RALL Capital Management Inc
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|
TC Financial Management Co Inc
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|
Elevated Wealth LLC
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122.7 M | |
|
Kahn Financial Group Inc
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|
FL | 122.6 M |
|
Trillium Investments LLC
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|
CA | 122.6 M |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 122.4 M |
|
FNEX Wealth LLC
✚
|
IN | 122.3 M |