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UAK DIVERSIFIED WEALTH ADVISORS

· CRD 300506 · IAPD ↗ · uakdiversified.com · 651-757-5534

$122.7MRegulatory AUM
2Advisory reps
3Employees
2Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — UAK DIVERSIFIED WEALTH ADVISORS (MINNETONKA, MN) is newly SEC-registered with $113.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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