UL Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,448,824
Total clients
95
23% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
48
Average account size
$394,198
Client services
Fee options
Financial planning fixed fees range from $1,000 to $12,000, negotiable; consulting fixed fees from $1,000 to $75,000, negotiable
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $25,000,000: 0.50% $25,000,000+: 0.40%
$150 to $350 per hour for financial consulting services, negotiable
Account minimum: No minimum stated; however, firm may terminate accounts considered too small to manage effectively
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
UL Wealth LLC
3316 N Oak St Ext
Valdosta GA 31605, United States
Number of offices
1
Forms ADV
Quick links
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