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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-24-2019
- Office Locations
- 1
Office Locations
About UAK Diversified Wealth Advisors
UAK Diversified Wealth Management is a Minnesota-registered, independent, fee-only fiduciary RIA serving the Twin Cities and Rochester. The team delivers comprehensive financial planning plus core portfolio and retirement-income management, with specialty support for inheritances, trusts, executive compensation, and tax/estate coordination. Known for rigorous analytics presented simply and transparent performance reporting; client assets are custodied at Charles Schwab.
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Owner & Executives
Sarah Kang
Founder
- CRD
- #7249599
- Ownership
- 50% but less than 75%
Ujae Augustine Kang
Chief Compliance Officer, Managing Member
- CRD
- #5660240
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,658,621 | $223,016 |
| Non-Discretionary | $0 | -- |
| Total | $122,658,621 | $223,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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