UNIVERSAL WEALTH MANAGEMENT LLC

UNIVERSAL WEALTH MANAGEMENT LLC of SURPRISE, AZ is an SEC-registered investment adviser (CRD 333585). Regulatory assets under management: $28.0M.

Registration

• CRD: 333585
• Type: Registered investment adviser
• Location: 15331 W BELL ROAD, SURPRISE, AZ, 85374
• Phone: 623-323-2268
• Latest filing: 2026-08-04
• Regulatory AUM: $28.0M
• Discretionary AUM: $28.0M
• Clients: 6
• Accounts: 144

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 333585 on SEC IAPD (source of record)
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