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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-08-2021
- Office Locations
- 1
Office Locations
About Boutique Wealth Advisors LLC
University Wealth Advisors is a boutique wealth management and financial planning firm focused on university faculty and staff. The firm builds research-driven plans around 403(b)/457 savings, pensions, student loan strategy, and tax planning, then implements and adjusts portfolios over time. Works with university benefit providers such as TIAA, offering benefits-aware, white-glove guidance for complex campus compensation.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
Caleb Michael Lopez
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #7290226
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,383,087 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,383,087 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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