Universal Wealth Management LLC

Overview

Universal Wealth Management LLC is an independent, individually owned registered investment adviser that provides portfolio management primarily for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and focuses on traditional discretionary wealth management rather than institutional capital allocation. It does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser. Industry affiliations include connections with another investment adviser and a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices