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UNIVERSAL VALUE ADVISORS

RENO, NV · CRD 285644 · IAPD ↗ · universalvalueadvisors.com · 775-284-7778

$51.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — UNIVERSAL VALUE ADVISORS reported RAUM down 47% ($84.6M -> $45.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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