Uisonet

Overview

Uisonet is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm is individually owned and positions itself as a small-scale capital allocator focused on individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, the selection of third‑party advisers, and educational seminars or workshops. Uisonet charges clients either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor, is not a multi‑state adviser, and does not operate as a pension consultant. The firm lists an affiliation with an insurance company and highlights its role in sourcing outside managers when appropriate.

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Public Holdings

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Location & Offices