WealthU Advisors LLC

WealthU Advisors LLC works with individual and family clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and advisory discussions about digital assets. The firm provides written or electronic financial plans and ongoing investment supervision guided by each client's goals, risk tolerance, and tax considerations.

The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, while drawing on fundamental and cyclical analysis to inform security selection and asset allocation. It implements individualized investment policy statements, typically manages accounts on a discretionary basis, and recommends Charles Schwab Institutional and Altruist as custodians for custody and trade execution.

Noteworthy features include a very small client roster — roughly $861,000 in assets under management across four client relationships — and disclosure that the principal maintains separate employment that occupies approximately 40 hours per week. The brochure also explicitly addresses digital-asset risks and notes participation in Charles Schwab’s institutional program, which may provide operational and service benefits to the firm.