$550.0K Total AUM
$550.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2021
- Office Locations
- 1
Office Locations
-- Moore OK
About Uisonet
UISONET is an independent fiduciary providing financial consulting, financial planning, and wealth management for individuals and families navigating major life events. The firm emphasizes sensible, income-aware portfolio construction—balancing current needs with future goals—and its discretionary portfolios are primarily ETF-based with a cash sleeve.
Team overview
-- AVG AGE
$550.0K AVG AUM / ADVISOR
$137.5K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Corneluis Mathews
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6875451
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,000 | $14,000 |
| Non-Discretionary | $0 | -- |
| Total | $550,000 | $14,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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