UL Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,178,035
Clients
117
Advisors
4
of 4 employees
About
UL Wealth LLC is a small, supported registered investment adviser managing roughly $49 million across about 117 client relationships with a four-advisor team. The firm provides discretionary and non‑discretionary investment management, financial planning and consulting, and pension consulting for individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and businesses; it also offers held‑away account oversight for 401(k)s and HSAs.
The firm charges asset‑based fees for ongoing portfolio management and commonly uses model portfolios and exchange‑traded funds as part of its investment strategies, while updating clients’ investment plans as circumstances change. UL Wealth describes operational tools to implement tax‑efficient asset location and opportunistic rebalancing — including use of an order management system for held‑away accounts — and provides participant education and plan‑level consulting for retirement plans.
UL Wealth discloses a promoter/referral arrangement and uses endorsements in its advertising, paying unaffiliated promoters a percentage of advisory fees and providing clients with related agreements and disclosures — a practice that is uncommon among peers. The firm also discloses principal involvement in outside real‑estate activities and access to third‑party insurance platforms (with potential commissions for certain insurance/annuity products), and it participates in institutional custody programs such as Schwab (and lists Vanguard/Ascensus as custodial options).
Client services
Expertise
Fee options
Fixed fee for financial planning services from $1,000 to $12,000, negotiable; fixed consulting fees from $1,000 to $75,000, negotiable
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $25,000,000: 0.50% $25,000,000+: 0.40%
Hourly financial consulting fees from $150 to $350 per hour, negotiable
Fee-only: Financial planning fixed fees ranging from $1,000 to $12,000; hourly consulting fees ranging from $150 to $350 per hour; consulting fixed fees from $1,000 to $75,000
Main office
3316 N Oak St Ext
Valdosta GA 31605
Advisors at this office
4
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Cristie D
Series 65, Series 66
Valdosta, GA
UL Wealth LLC
Cristie Dasher is an advisor with UL Wealth LLC in Valdosta, GA, holding Series 65 and Series 66 credentials. She has one year of industry experience, including prior work at Edward Jones and Horse Cove Partners. UL Wealth LLC is a small, supported registered investment adviser managing approximately $49 million across 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, utilizing model portfolios and exchange-traded funds as part of its investment approach.
Gary H
Series 63, Series 66
Valdosta, GA
UL Wealth LLC
Gary Howard is a financial advisor with UL Wealth LLC in Valdosta, GA, holding Series 63 and Series 66 designations and with 10 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill Lynch. UL Wealth LLC is a supported registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios and exchange-traded funds alongside tax-efficient asset location and rebalancing strategies.
Michael B
Series 65
Valdosta, GA
UL Wealth LLC
Michael Browning is a Series 65-licensed advisor with UL Wealth LLC, where he has worked since 2020 and has six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years and has managed M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business, since 1994. UL Wealth LLC is a small registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs model portfolios and exchange-traded funds, focusing on tax-efficient asset location and opportunistic rebalancing.
Matthew P
Series 65
Valdosta, GA
UL Wealth LLC
Matthew Pittman is a financial advisor at UL Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Brookwood North Investment Advisors. UL Wealth LLC is a registered investment adviser managing approximately $49 million across about 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, frequently employing model portfolios and exchange-traded funds as part of its investment approach.
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