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 17 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 15 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.