Ubequity Wealth Management, LLC

Ubequity Wealth Management, LLC (CRD# 311577) is a financial advisory firm headquartered in , . They manage $32,544,429 in 130 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/ubequity-wealth-management/
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $250,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Ubequity Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kent Hickey, financial advisor Round Rock TX
Kent T. Hickey
CRD#: 3150896
Round Rock, TX

Kent Hickey (CRD# 3150896) is an Investment Advisor Representative working at Ubequity Wealth Management, LLC in Round Rock, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals