A complete list of active advisors currently associated with Universal Wealth Management LLC

Warmer can help you find a great advisor at Universal Wealth Management LLC or one who fits your needs even better.

Universal Wealth Management LLC provides discretionary portfolio management and related advisory services to individual and high‑net‑worth clients. The firm manages about $28 million for roughly 145 clients through a four‑advisor team and provides advice across a broad set of investments, including mutual funds, ETFs, variable annuities, structured products and options. The firm typically manages accounts on a discretionary basis and may implement third‑party model portfolios alongside fundamental analysis, using strategies that range from long‑term buy‑and‑hold to short‑term and occasional frequent trading depending on client objectives. Custody and trade execution are directed to a recommended qualified custodian and the firm notes tax efficiency is not its primary management focus, so clients are encouraged to consult tax professionals. Noteworthy aspects disclosed in the brochure include common‑ownership affiliations with a law firm and with another registered investment adviser, and that several advisory personnel are separately licensed insurance agents and registered representatives who may earn commissions and 12b‑1 fees. The firm is newly organized (began operations in 2024), is transitioning client relationships from an affiliated adviser, and discloses it does not aggregate multiple client orders for the same security, a practice that can affect trade execution and transaction costs.

To learn more about the advisors currently working at Universal Wealth Management LLC, 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.