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UL WEALTH LLC
CRD 309277
3316 N OAK ST EXT, VALDOSTA, GA, 31605, United States
Phone
229-262-1990
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.4M
Discretionary AUM
$44.7M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $15.6M |
| High net worth individuals | 23 | $13.6M |
| Corporations/business entities | 9 | $11.4M |
All web addresses on file
Official SEC filing: View on IAPD