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
About
UL Wealth LLC advises primarily individual and high‑net‑worth clients and also serves pension plans, charitable organizations, and small businesses. The firm provides discretionary and non‑discretionary investment management, financial planning and consulting, and pension consulting services, and additionally supports “held‑away” retirement and HSA accounts as part of client portfolios.
The firm tailors portfolios to client objectives using model portfolios and an emphasis on ETFs and diversified strategies, with custody relationships on institutional platforms and fees charged as a percentage of assets under management. It also employs an order management system to implement tax‑aware asset location and opportunistic rebalancing in held‑away accounts, and regularly reviews accounts at least annually.
Notably, the firm uses paid promoters/endorsements under written promoter agreements and discloses that referral compensation is a portion of advisory fees, which can present a potential conflict of interest. The principal maintains an active real estate rental and lease‑to‑own business, and the firm has relationships with third‑party insurance networking agencies through which it may recommend certain annuity or insurance products and receive compensation.
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.
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.
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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