UBEQUITY WEALTH MANAGEMENT, LLC

UBEQUITY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 311577). Regulatory assets under management: $50.2M.

Registration

• CRD: 311577
• Type: Registered investment adviser
• Phone: (512) 600-6088
• Latest filing: 2026-03-20
• Regulatory AUM: $50.2M
• Discretionary AUM: $46.5M
• Non-discretionary AUM: $3.7M
• Clients: 2
• Accounts: 156

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311577 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search