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UNIVERSAL WEALTH MANAGEMENT LLC
CRD 333585
15331 W BELL ROAD, STE 318, SURPRISE, AZ, 85374, United States
Phone
623-323-2268
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.0M
Discretionary AUM
$28.0M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $11.5M |
| High net worth individuals | 8 | $16.5M |
All web addresses on file
Official SEC filing: View on IAPD