# UL Wealth LLC

> UL Wealth LLC is a state-registered investment advisory firm in Valdosta, GA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 309277
- Filed as: UL WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Valdosta, GA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309277
- AdvisorCensus page: https://advisorcensus.com/firm/ul-wealth-llc-valdosta-ga-309277

## Quick answers

**How is UL Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), UL Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is UL Wealth LLC located?**
UL Wealth LLC's principal office is in Valdosta, GA, according to its Form ADV.

**Is UL Wealth LLC registered with the SEC or a state?**
UL Wealth LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309277.

**How much does UL Wealth LLC manage?**
UL Wealth LLC reports $49,408,236 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (91% discretionary).

**What types of clients does UL Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (23); corporations or other businesses not listed above (9).

**Does UL Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309277

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,408,236
- Discretionary: $44,732,451
- Non-discretionary: $4,675,785

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $15,615,377 |
| High net worth individuals | 23 | $13,562,658 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,874,726 |
| Corporations or other businesses not listed above | 9 | $11,355,475 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ulwealth.com](https://ulwealth.com)
- Facebook @ulwealth
- LinkedIn @68820710

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. UL Wealth LLC (CRD 309277): Form ADV filing data as of October 2026.