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WealthU Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$861,373
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$215,343
About
WealthU Advisors LLC works with individual and high-net-worth clients and provides investment management, comprehensive financial planning, and services related to digital assets. The firm offers tailored written financial plans that address retirement, tax considerations, estate planning, cash flow, insurance review, business planning, and college savings, and it does not state a minimum account size.
The firm’s investment approach emphasizes passive portfolio construction using low-cost index mutual funds and ETFs, while also applying fundamental and cyclical analysis to inform asset selection and allocation. Accounts are typically managed on a discretionary basis according to client-specific investment policy statements, and the firm recommends custodians that include both traditional and digital-first platforms.
WealthU is a single-advisor practice with a very small client base and modest assets under management, and the brochure discloses that the principal maintains substantial outside employment that occupies significant hours each week. Distinctive features relative to peers include an explicit digital-asset analysis capability and a financial-planning engagement model that combines an upfront onboarding charge with ongoing monthly fees; the firm also notes that it generally will not vote client proxies and does not accept custody of client assets except for fee debits.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
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
Main office location
WealthU Advisors LLC
Enola PA, United States
Number of offices
1
Most active in
WealthU Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 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.
Forms ADV
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