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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| UniWealth Advisors Inc
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|---|---|
| CRD # | 138009 |
| SEC # | 801-66275 |
| CIK # | |
| AUM | $319.9 M (2025-03-21) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 305-253-9333 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 0.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 318.9 |
| (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 | 20 | 319.9 |
| By Discretionary | ||
| Discretionary | 9 | 315.4 |
| Non-Discretionary | 11 | 4.5 |
| Total | 20 | 319.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 319.6 | |
| Total | 20 | 319.9 |
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|---|---|---|
|
Coign Capital Advisors LLC
✚
|
UT | 0.3 |
|
Accent Capital Management LLC
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|
OH | 0.3 |
|
Consolidated Capital Management LLC
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CA | 0.3 |
|
MPWM Advisory Solutions LLC
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|
GA | 0.3 |
|
Thomas Wright Asset Management Inc
✚
|
PR | 0.3 |
|
Dean Financial Services LLC
✚
|
OH | 0.3 |
|
ODER Investment Management LLC
✚
|
CA | 0.3 |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 0.3 |
|
Bill OPP Fixed Income Advisory Service LLC
✚
|
0.3 | |
|
Livelife Capital Partners LLC
✚
|
MA | 0.3 |