RIA Intel›Advisers›Texas›UJJVAL INVESTMENTS, LLC

UJJVAL INVESTMENTS, LLC

Advisory

Data as of Nov 7, 2025 · Source: SEC Form ADV

Rank in TX

#2,367

of 2,813 advisers by AUM

Average account

$671K

across 14 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 7, 2025.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

8 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

VALUETREE FINANCIAL LLC

$9M

TBMS WEALTH LLC

$9M

ELGON FINANCIAL ADVISORS LLC

$9M

BRAGG COMER FINANCIAL ADVISORS, LLC

$9M

EMPOWERMENT FINANCIAL ADVISORS LLC

IRVING, TX

$9M

FINANCIAL SERENITY, LLC

$10M

Get the full picture on UJJVAL INVESTMENTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track UJJVAL INVESTMENTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans