University Wealth Advisors LLC

Overview

University Wealth Advisors LLC operates as an independent registered investment adviser focused on individual and family clients. The firm combines fee-based portfolio management with financial planning and also functions as an insurance broker. Its client mix and business model suggest a traditional wealth-advisory practice that uses pooled public funds as the primary vehicle for delivering diversified exposure while supplementing portfolios with fixed-income and alternative sleeves when appropriate. Fee arrangements are a mix of percentage-of-AUM and fixed fees, reflecting an ability to serve both smaller, planning-focused relationships and larger ongoing advisory mandates. The practice is individually owned and does not position itself as a capital allocator or pension consultant. It is not identified as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices