$861.4K Total AUM
$861.4K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-2019
- Office Locations
- 1
Office Locations
-- Enola PA
About Wealthu Advisors LLC
Wealthu Advisors LLC is a Enola-based RIA. The firm has been operating for 6 years. Managing $861.4K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and TD Ameritrade.
Team overview
-- AVG AGE
$861.4K AVG AUM / ADVISOR
$215.3K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
Michael Uehlein
Chief Compliance Officer, Financial Planner
- CRD
- #7025399
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $861,373 | -- |
| Non-Discretionary | $0 | -- |
| Total | $861,373 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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