Uniwealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 11, 2026, reports $373M in regulatory assets under management, 1 employee, and 18 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
5
2
Government
33.3%
3
3
Corporations
11.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$373Mas of March 11, 2026
Discretionary1.3%
$5M
1% of total RAUM1.3%
Non-discretionary98.7%
$368M
99% of total RAUM98.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$373M
Total Accounts18
10Y AUM Change+$233M (+165.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee9:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.