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| Keyboard |
| UniWealth Advisors Inc
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|---|---|
| CRD # | 138009 |
| SEC # | 801-66275 |
| CIK # | |
| AUM | 373.2 M (2026-03-11) |
| 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) | 5 | 0.8 |
| (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 | 372.1 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 373.2 |
| By Discretionary | ||
| Discretionary | 10 | 4.7 |
| Non-Discretionary | 8 | 368.4 |
| Total | 18 | 373.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 372.9 | |
| Total | 18 | 373.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aurora Private Wealth Inc
✚
|
NJ | 374.0 M |
|
Demars Financial Group LLC
✚
|
WA | 374.0 M |
|
BA Roberts Financial Services Inc
✚
|
MI | 373.9 M |
|
Torren Management LLC
✚
|
CA | 373.5 M |
|
Morey & Quinn Wealth Partners LLC
✚
|
NE | 373.4 M |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 373.0 M |
|
The Karras Company Inc
✚
|
UT | 372.9 M |
|
Richard W Paul & Associates LLC
✚
|
MI | 372.8 M |
|
Hibernia Wealth Partners LLC
✚
|
LA | 372.5 M |
|
United Brokerage Services Inc
✚
|
WV | 372.3 M |