Uci Wealth Advisors LLC

Uci Wealth Advisors LLC (CRD# 154884) is a financial advisory firm headquartered in Meridian, ID. They manage $28,175,141 in 343 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $82,143
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, TX, UT, WA

Financial Advisors at Uci Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Julie J. Cassatt-Olsen
CRD#: 4011677
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642
93
Wealthminder
score

Julie Cassatt-Olsen (CRD# 4011677) is an Investment Advisor Representative working at Uci Wealth Advisors LLC in Meridian, ID and has over 16 years of experience in the finance industry.

2
Travis L. Higgins
CRD#: 4460566
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642
88
Wealthminder
score

Travis Higgins (CRD# 4460566) is an Investment Advisor Representative working at Uci Wealth Advisors LLC in Meridian, ID and has over 14 years of experience in the finance industry.

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