# Universal Wealth Management LLC

Universal Wealth Management LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://universalwealth.com
- **LinkedIn:** https://www.linkedin.com/company/universal-wealth

## Regulatory record

- **CRD number:** 333585
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333585

## About

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

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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