UAK Diversified Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 300506
- Registered since
- February 19, 2026
- Website
- uakdiversified.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.03%
- Individuals36.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
UAK Diversified Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm reports SEC registration in 2026 and is owned by an individual. Its client mix focuses on individuals and families, with advisory services centered on financial planning and portfolio management for individuals and small-business owners. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Ujae Kang
Chief Compliance Officer & Portfolio ManagerCRD 5660240
Contacts
1 of 1
Sarah Kang
FounderCRD 7249599
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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