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ADVISORS UNLIMITED

Advisory

HAGATNA, GU

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in GU

#2

of 2 advisers by AUM

Average account

$44K

across 610 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$0

Non-Discretionary AUM$27M

Discretionary %0%

Total Clients611

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InHI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

611 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GU

Closest by assets under management. All figures from Form ADV.

ASC WEALTH MANAGEMENT LLC

HAGATNA, GU

$50M

-88.6% 1Y

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