Overview
Assets Under Management: $113 million
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 54
Average Client Assets: $1.2 million
Frequently Asked Questions
UAK DIVERSIFIED WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300506), UAK DIVERSIFIED WEALTH ADVISORS is subject to fiduciary duty under federal law.
UAK DIVERSIFIED WEALTH ADVISORS is headquartered in MINNETONKA, MN.
UAK DIVERSIFIED WEALTH ADVISORS serves 54 high-net-worth clients according to their SEC filing dated April 06, 2026. View client details ↓
According to their SEC Form ADV, UAK DIVERSIFIED WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
UAK DIVERSIFIED WEALTH ADVISORS manages $113 million in client assets according to their SEC filing dated April 06, 2026.
According to their SEC Form ADV, UAK DIVERSIFIED WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.29%
Average Client Assets: $1.2 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 300506
Filing ID: 2092166
Last Filing Date: 2026-04-06 18:38:07