Ul Wealth LLC

Ul Wealth LLC (CRD# 309277) is a financial advisory firm headquartered in Valdosta, GA. They manage $25,184,824 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3316 N Oak St Ext, Valdosta, GA 31605
http://ulwealth.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $171,325
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Ul Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Browning, financial advisor Valdosta GA
Michael B. Browning
CRD#: 7254218
3316 N Oak St Ext, Valdosta, GA 31605

Michael Browning (CRD# 7254218) is an Investment Advisor Representative working at Ul Wealth LLC in Valdosta, GA and has over 4 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.

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