Wealthu Advisors LLC
RIASEC Registered
Total AUM
$861K
Discretionary
$861K
100% of AUM
Avg account
$215K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300879
- Website
- wealthuadvisors.com
- Custodians
- ALTRUIST, TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthu Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The adviser is not flagged as an active ESG investor, multi-state adviser, pension consultant, related adviser, or a capital allocator in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Michael Uehlein
Principal And Chief Compliance OfficerCRD 7025399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations