# UVEST Advisory Group

UVEST Advisory Group is a Multi Family Office based in Charlotte, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** uvestadvisory.com

## Regulatory record

- **CRD number:** 292564
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292564

## About

UVEST ADVISORY GROUP, LLC is a state-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Wealth Management
- Financial Planning
- Asset Management

## Questions

### Who runs investment decisions at UVEST Advisory Group?

UVEST Advisory Group does not publicly name its investment leadership. The firm is registered as an RIA with the SEC, which requires a Chief Compliance Officer, but individual portfolio managers are not disclosed in public filings or marketing materials.

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Last updated: 2026-07-06T01:24:27.952Z

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