WU Wealth Advisory, LLC

Overview

WU Wealth Advisory, LLC is an independent, individual-owned RIA that serves mainly individuals and families with a mix of financial planning and portfolio management services. The firm operates as a capital allocator, meaning it constructs portfolios using both direct public market positions and third-party managers for alternatives. Its service set includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. WU Wealth Advisory also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not organized to serve multiple states. Investment activity is concentrated toward equities, with a clear preference for exchange-traded securities. As a small RIA with full discretionary authority over its reported assets, it appears to run compact, concentrated portfolios and supplements core holdings with external alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices