U
$68.1K Total AUM
$68.1K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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- Custodian
- Apex ยท Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2025
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Uncaged Impact
Uncaged Impact is a Scottsdale-based RIA. The firm has been operating for 1 years. Managing $68.1K in total assets under management, with 1 advisory representatives. They custody assets with Apex and Betterment.
Team overview
-- AVG AGE
$68.1K AVG AUM / ADVISOR
$34.1K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
A
Ana M Olaya
FOUNDER
- CRD
- #6861248
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,114 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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