Ubequity Wealth Management, LLC

Overview

Ubequity Wealth Management, LLC is an independent registered investment adviser that serves both individual/family and institutional clients. The firm acts as a capital allocator, favoring pooled public funds for core exposure while selectively allocating to external managers in alternatives. Its advisory work includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selecting other advisers for client mandates. Compensation comes through a mix of percentage-of-AUM fees supplemented by hourly and fixed-fee arrangements, which supports both ongoing portfolio relationships and project-based planning engagements. Investment posture is centered on using third‑party mutual funds as the primary vehicle for equity and fixed‑income exposure, with a material portion of the portfolio managed on a discretionary basis. The firm is not positioned as an active ESG investor and does not report multi‑state adviser status. Custodial and platform relationships appear to be an important part of how the firm implements client strategies and model allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices