UL WEALTH LLC

Overview

UL Wealth LLC is an independent registered investment adviser focused on fee-based planning and portfolio management for individuals, families, small businesses and institutions. The firm tilts toward equity-focused portfolios, with a clear preference for exchange-traded instruments as its primary public market exposure. Advisory services include comprehensive financial planning, discretionary and non-discretionary portfolio management, and pension consulting work. Fee arrangements are flexible and include a percentage-of-assets model plus hourly and fixed-fee engagements. The firm maintains a mix of discretionary and non-discretionary relationships, which supports both ongoing asset management and project-based planning assignments. UL Wealth does not present itself as an active ESG investor. It also does not act as a separate capital allocator; rather, it blends public market strategies with third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices