← Directory
UNIWEALTH ADVISORS, INC.
CRD 138009File 801-66275
APPROVED
Retail clients
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$373.2M
Below cohort median (national)
Discretionary AUM
$4.7M
Non-discretionary $368.4M
Clients
9
18 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 28, 2006
- Principal office
- Not reported
- Phone
- 305-253-9333
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $373.2M
- Discretionary AUM
- $4.7M
- Non-discretionary AUM
- $368.4M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 8
- Total accounts
- 18
- AUM per client
- $41.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $262K |
| State or municipal government entities | 3 | $372.1M |
| Individuals (other than high net worth individuals) | 5 | $758K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.