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Multi-Family OfficeRIA · CRD 138009SEC-Registered

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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.

Overview

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

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