Universal Wealth Management LLC

UNIVERSAL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SURPRISE, AZ. The firm manages approximately $28 million in regulatory assets.

Universal Wealth Management LLC

UNIVERSAL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SURPRISE, AZ. The firm manages approximately $28 million in regulatory assets. It has 6 employees and 6 investment advisers.

Website

universalwealth.com

linkedin.com/company/universal-wealth

General information

Firm type

Asset Manager

Who runs investment decisions at Universal Wealth Management LLC?

No named principals or investment decision-makers are publicly identified for Universal Wealth Management LLC. Public records do not list a CEO, CIO, or managing partner.

Is Universal Wealth Management LLC a single family office or a multi-family office?

Public information does not specify the firm's structure. The name suggests a wealth management orientation, but regulatory filings or official communications do not clarify whether it operates as a single-family office, multi-family office, or registered investment advisor.

What investment stages does Universal Wealth Management LLC typically target?

No investment stages or asset class preferences have been disclosed. The firm's strategy is not evident from public sources.

Does Universal Wealth Management LLC participate in fund commitments or only direct deals?

The firm's investment approach—whether fund commitments, direct deals, or a mix—remains unknown. No public reports describe its deployment methods.

Where does the underlying wealth come from?

The wealth origin for Universal Wealth Management LLC is not disclosed. No family or business entity is publicly linked as the source of capital.

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