UL WEALTH LLC

UL WEALTH LLC of VALDOSTA, GA is an SEC-registered investment adviser (CRD 309277). Regulatory assets under management: $49.4M.

Registration

• CRD: 309277
• Type: Registered investment adviser
• Location: 3316 N OAK ST EXT, VALDOSTA, GA, 31605
• Phone: 229-262-1990
• Latest filing: 2026-03-18
• Regulatory AUM: $49.4M
• Discretionary AUM: $44.7M
• Non-discretionary AUM: $4.7M
• Clients: 4
• Accounts: 230

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search