UNIWEALTH ADVISORS, INC.
· CRD 138009
SEC-registered investment adviser since 2006 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$373.2m
- Main clients (by assets)State and local governments 100%
- Form ADV · 2026-03-11SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)1 · 1 in investment roles