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UAS WEALTH ADVISORS
ALBUQUERQUE, NM
505-856-5600
SEC #801-63572Total AUM
$398.8M
Employees
6Clients
288Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7601 JEFFFERSON STREET NE
SUITE 360
ALBUQUERQUE
NM 87109
United States
SUITE 360
ALBUQUERQUE
NM 87109
United States
Operating Hours
8:30AM 4:30PM
Monday - Friday
Monday - Friday
Phone
505-856-5600
Financials
Total AUM
$398.8M
Accounts
797Discretionary
$390.9M
Accounts
783Non-Discretionary
$7.9M
Accounts
14
Clients
Individual Clients
145AUM
$73.4M
HNW Individual Clients
127AUM
$296.1M
Pension/Profit Sharing Plan Clients
7AUM
$9.6M
Charitable Organization Clients
4AUM
$19.7M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$57
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACONMTXVT
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.