Multi-Family OfficeRIA · CRD 138009SEC-Registered

Updated:

UniWealth Advisors

UniWealth Advisors is an SEC-registered investment adviser since 2006. The firm manages $373 million in regulatory assets, $5 million on a discretionary basis.

UniWealth Advisors logo

UniWealth Advisors

UniWealth Advisors is an SEC-registered investment adviser since 2006. The firm manages $373 million in regulatory assets, $5 million on a discretionary basis. It has one employee and one investment adviser.

General information

Firm type

Multi Family Office

Year founded

2006

Location

Region

North America

Country

United States

City

Cutler Bay

Corporate office

Cutler Bay, FL, United States

Frequently asked questions

What is UniWealth Advisors?

UniWealth Advisors is a multi family office headquartered in Cutler Bay, United States.

When was UniWealth Advisors founded?

UniWealth Advisors was founded in 2006.

Where is UniWealth Advisors headquartered?

UniWealth Advisors is headquartered in Cutler Bay, United States, in the North America region.

What does Altss track for UniWealth Advisors?

Altss maintains an OSINT-verified profile of UniWealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is UniWealth Advisors's website?

UniWealth Advisors's public website is uniwealthadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is UniWealth Advisors?

UniWealth Advisors is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on UniWealth Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was UniWealth Advisors's Altss profile last updated?

UniWealth Advisors's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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