U
Uniwealth Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$373,163,474
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$74,632,695
About
Uniwealth Advisors provides investment advisory and asset-allocation services to individual and institutional clients, including municipal entities and international institutions. The firm manages portfolios composed of publicly traded stocks, exchange-traded funds, closed- and open-end mutual funds, and various debt securities, and basic financial planning is offered as part of the advisory process.
The firm combines fundamental analysis with technical and momentum analysis to identify securities and uses a dividend-oriented approach to construct income-producing portfolios while occasionally adding growth-focused, non-dividend securities and ETFs. Accounts may be managed on a discretionary or non-discretionary basis, reviews occur at least quarterly, and the firm accepts client-imposed restrictions on specific securities.
Noteworthy features include an unusually large asset base—roughly $373 million under management, which is high relative to its advisory personnel—and an affiliated business activity in which a principal also serves as a registered representative of a broker-dealer. The brochure discloses prior legal matters resolved by settlement, reports receipt of a 2020 Paycheck Protection Program loan, and notes the firm does not maintain advertising or social media accounts.
Client services
Portfolio management
Pension consulting
Expertise
Income planning
Active portfolio management
Fee options
Maximum fee of 1% (One percent) annually
Fee-only: Fixed fees generally billed monthly
Main office location
Uniwealth Advisors, Inc.
Cutler Bay FL, United States
Number of offices
1
Most active in
Uniwealth Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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