A complete list of active advisors currently associated with UAK Diversified Wealth Advisors

Warmer can help you find a great advisor at UAK Diversified Wealth Advisors or one who fits your needs even better.

UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, including high‑net‑worth households, by providing discretionary asset management, ongoing financial planning (offered in Basic, Premium and Executive tiers), and consulting. The firm also manages held‑away retirement and employer plan accounts through a third‑party connection platform to facilitate oversight without taking custody. Investment programs emphasize evidence‑based, low‑expense diversified ETF and mutual‑fund solutions and draw on quantitative, fundamental, cyclical analysis and Modern Portfolio Theory to set allocations and risk targets. Portfolios are managed on a discretionary basis with periodic rebalancing, tax‑aware trades (including tax‑loss harvesting when appropriate), and at least quarterly account reviews. Compared with peers, UAK is distinctive for operating five offices despite a small advisory team and roughly $113 million in discretionary assets, and for documenting the use of endorsements/testimonials and formal referral compensation arrangements (with required disclosures). The firm also highlights executive‑level planning features—including reimbursement options for individual tax return services, access to CFP®/CFA‑credentialed advice, and expanded monitoring of multiple held‑away accounts for larger clients.

To learn more about the advisors currently working at UAK Diversified Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.