Uisonet

Overview

Uisonet is an independent wealth advisory firm organized as an LLC and registered in Oklahoma. The firm serves a small roster of individual and family clients, operating under an owner-led structure and charging either a percentage of assets under management or fixed fees. Core client-facing services include financial planning, portfolio management for individuals and small businesses, selecting other advisers on clients’ behalf, and providing educational seminars or workshops. The firm describes itself as a capital allocator and maintains an industry affiliation with an insurance company. It does not list ESG investing or pension consulting as part of its stated capabilities and is focused on a narrow, high-touch client base rather than a broad multistate footprint.

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Public Holdings

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Location & Offices