Uniwealth Advisors, Inc.
● SEC registered since 2006CRD 138009SEC# 801-66275
Reg. AUM
$373.2M
Employees
1
Accounts
18
Location
—
Uniwealth Advisors, Inc. assets under management
Uniwealth Advisors, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2006. It reports $373.2 million in regulatory assets under management and employs 1 people.
Uniwealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stefano Ubaldo Fanfani Control | President & Chief Compliance Officer | 50-75% | 2003 |
Frequently asked questions
How much does Uniwealth Advisors, Inc. manage?
Uniwealth Advisors, Inc. reports $373.2 million in regulatory assets under management on its Form ADV.
How many employees does Uniwealth Advisors, Inc. have?
Uniwealth Advisors, Inc. reports 1 employees.
Does Uniwealth Advisors, Inc. disclose fund performance?
Uniwealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 305-253-9333 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$373.2M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$373.2Mregulatory AUM
Discretionary $4.7MNon-discretionary $368.4M