UL Wealth LLC

RIAState Registered

Total AUM

$49.4M

Discretionary

$44.7M

91% of AUM

Avg account

$215K

Accounts

230

Employees

Advisory reps

Firm details

Headquarters: Valdosta, Georgia
CRD number: 309277
Website: www.ulwealth.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals31.6%
HNWI27.45%
Corporations / Businesses22.98%
Pension & Profit Sharing Plans17.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

UL Wealth LLC is an independent, Georgia-based registered advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management across private clients, small businesses and institutions. Its advisory services explicitly include financial planning, discretionary portfolio management, portfolio management for businesses or institutions, and pension consulting. The firm charges a mix of fee structures — percentage of AUM, hourly fees, and fixed fees — which supports flexible engagement models for different client types. UL Wealth does not describe itself as an active ESG investor and is not presented as a multi-state advisory operation.