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UWC WEALTH MANAGEMENT
480-678-0411
SEC #801-132343Total AUM
$2.4M
Employees
2Clients
8Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
480-678-0411
Financials
Total AUM
$2.4M
Accounts
8Discretionary
$2.4M
Accounts
8Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8AUM
$2.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDKYMAMIMNMOMTNDSCTNTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.