Advisor at WealthU Advisors LLC
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Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.
Based on WealthU Advisors LLC
Comprehensive Financial Planning: upfront fee $750 to $3,000; ongoing monthly fee $175 to $600
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.60% annually
Enola, PA
Pennsylvania
Summit Advisory
2022 - Present (4 years)
WealthU Advisors LLC
2019 - Present (7 years)
Pruco Securities LLC
2018 - 2018 (1 year)
Cerner Corporation
2017 - 2020 (3 years)
Cerner Corporation
2014 - 2017 (3 years)
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