RIA Intel›Advisers›Georgia›UL WEALTH LLC

UL WEALTH LLC

Advisory

VALDOSTA, GA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in GA

#595

of 607 advisers by AUM

Average account

$215K

across 230 accounts

AUM per adviser

$12M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$49M

Discretionary %

90.5%

Clients

126

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$49M

Discretionary AUM$45M

Non-Discretionary AUM$5M

Discretionary %90.5%

Total Clients126

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

126 clients

23 high-net-worth

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

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Advisers of similar size in GA

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

CAPITAL INVESTMENT PARTNERS LLC

GAINESVILLE, GA

$49M

ALLEGIANCE WEALTH MANAGEMENT, INC.

$49M

WEALTHWISE FINANCIAL SOLUTIONS, LLC

$50M

WILSON FINANCIAL GROUP, LLC

SUWANEE, GA

$50M

SOUTHERN INCOMES, LLC

$49M

-5.5% 1Y

ARROWHEAD INVESTMENT ADVISORS, LLC

$50M

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