University Wealth Advisors LLC

University Wealth Advisors LLC (UWA) is a registered investment advisory firm (RIA) licensed in the states of Ohio & Michigan. University Wealth Advisors LLC is not affiliated with any specific employers & does not represent itself to be a part of any university or financial custodian. Our firm provides investment advice in line with client suitability and risk tolerance while upholding its fiduciary duty.

Assets Under Management.

University Wealth Advisors LLC uses TIAA & Charles Schwab as its primary custodians for housing client funds. This allows the firm to recommend portfolios in line with client suitability, and rebalance the accounts as needed.

Disclosures: University Wealth Advisors LLC is not affiliated with any specific employers & does not represent itself to be a part of any university or financial custodian. UWA is not in the insurance and financial services business, but advisors may be compensated by recommending insurance products in line with clients’ needs and goals. No information outside of a formal recommendation should be considered investment advice. Securities contain risk and may lose value. UWA is a registered investment registered in the states of Ohio & Michigan with the ability to be registered in several other states should it be required to under FINRA and SEC rules