UAK DIVERSIFIED WEALTH ADVISORS

Overview

UAK Diversified Wealth Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management aimed at individuals, families and small-business owners. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Investment activity centers on externally managed public funds and mutual funds as the core building blocks of client portfolios; the firm does not position itself as an active ESG investor and does not act as a capital allocator that sponsors proprietary alternative strategies. Custody and trading are routed primarily through a single custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices