UAK Diversified Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$113,000,000
Clients
233
23% high-net worth
Advisors
2
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
117
Very HighAverage account size
$484,979
Client services
Fee options
$0 - $250,000: 1.50% annually $250,000.01 - $1,000,000: 1.00% annually $0 - $1,000,000: 0.80% annually $1,000,000.01 - $5,000,000: 0.60% annually $5,000,000.01 - $10,000,000: 0.40% annually $10,000,000.01 - $25,000,000: 0.36% annually $25,000,000.01+: 0.32% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.85% annually $3,000,001+: 0.75% annually
Account minimum: $400,000 Fee-only: Financial planning fees range from $3,000 to $11,700 depending on service level and complexity, payable 65% up front and remainder six months into engagement or upon delivery for one-time plans.
Main office location
UAK Diversified Wealth Advisors
601 Carlson Parkway, Carlson Center Suite 1050
Minnetonka MN 55305, United States
Number of offices
5
Most active in
Minnesota · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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