UNIVERSAL WEALTH MANAGEMENT LLC

Overview

Universal Wealth Management LLC is an independent, individual-owned RIA that provides fee-based portfolio management primarily for individuals and families, and small business clients. The firm also operates as an insurance broker, which appears to be integrated with its advisory practice through use of insurance products such as annuities. Universal charges advisory fees as a percentage of assets under management and does not identify as an active ESG investor or a multi-state adviser. Advisory activity is focused on discretionary portfolio management rather than institutional consulting or large-capital allocation. The firm lists affiliations with other investment advisers and a law firm, which may reflect referral relationships or cooperative arrangements rather than an internal multi-entity platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices