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UNIWEALTH ADVISORS, INC.

· CRD 138009 · IAPD ↗ · 305-253-9333

$373.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — UNIWEALTH ADVISORS, INC. reported RAUM up 25% ($255.7M -> $319.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.