# UNIWEALTH ADVISORS, INC.

UNIWEALTH ADVISORS, INC. of PALMETTO BAY, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 138009
- Type: SEC-registered investment adviser
- SEC file number: 801-66275
- Location: 15715 S. DIXIE HIGHWAY, #313, PALMETTO BAY, FL, 33157
- Phone: 305-253-9333
- Latest filing: 2026-03-11
- Regulatory AUM: $373.2M
- Discretionary AUM: $4.7M
- Non-discretionary AUM: $368.4M
- Clients: 1
- Accounts: 18

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Stefano Ubaldo Fanfani | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| FANFANI STEFANO UBALDO | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| TETZELI JOHN PAUL | VICE PRESIDENT & SECRETARY | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2014-02-19 | civil | BREACH OF FIDUCIARY DUTY AND FRAUD | Final | $120K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138009/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138009/similar
- Related entities: https://search.stillhousedata.com/firm/138009/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138009

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.