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UAK DIVERSIFIED WEALTH ADVISORS

UAK DIVERSIFIED LLC

CRD 300506 · SEC 801-135344

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MN, United States

Phone

651-757-5534

Fax

952-921-2309

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.7M

Discretionary AUM

$122.7M

Team

3 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals206$45.3M
High net worth individuals61$77.3M

States served

MN, WI

All web addresses on file

Official SEC filing: View on IAPD