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| Keyboard |
| United Advisors America Corporation
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|---|---|
| CRD # | 147350 |
| SEC # | 801-114134 |
| CIK # | |
| AUM | 446.5 M (2026-03-31) |
| Employees | 28 (86% Investors, 0% Brokers) |
| Phone | 877-443-0610 |
| Address | 290 S Preston Road Prosper, TX 75078 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,752 | 352.4 |
| (b) Individuals (high net worth individuals) | 57 | 94.2 |
| (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 | 2,809 | 446.5 |
| By Discretionary | ||
| Discretionary | 2,717 | 434.3 |
| Non-Discretionary | 92 | 12.2 |
| Total | 2,809 | 446.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 446.5 | |
| Total | 2,809 | 446.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ADE LLC
✚
|
MD | 447.5 M |
|
Flagship Private Wealth LLC
✚
|
MA | 447.2 M |
|
Stephenson and Company Inc
✚
|
CA | 447.0 M |
|
Leslie Global Wealth LLC
✚
|
IL | 446.8 M |
|
Wealth Navigation LLC
✚
|
UT | 446.3 M |
|
L K Benson & Company PC
✚
|
MD | 446.2 M |
|
Peak Wealth Management LLC
✚
|
MI | 446.0 M |
|
Roberts Wealth Advisors LLC
✚
|
CA | 446.0 M |
|
Maxim Financial Advisors LLC
✚
|
NY | 445.5 M |
|
Newton One Investments LLC
✚
|
DE | 445.5 M |