RIA Intel›Advisers›Texas›UBEQUITY WEALTH MANAGEMENT, LLC

UBEQUITY WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in TX

#1,748

of 2,813 advisers by AUM

Average account

$322K

across 156 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$46M

Non-Discretionary AUM$4M

Discretionary %92.6%

Total Clients46

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

46 clients

17 high-net-worth

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

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

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OASIS WEALTH ADVISORS, LLC

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INVERHOUSE, INC.

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