← Back to search
UNIWEALTH ADVISORS, INC.
CRD 138009 · SEC 801-66275
FL, United States
Phone
305-253-9333
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$373.2M
Discretionary AUM
$4.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
Yes
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $758K |
| State/municipal entities | 3 | $372.1M |
| Corporations/business entities | 1 | $262K |
States served
FL
Official SEC filing: View on IAPD