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Ul Wealth LLC CRD 309277
$49.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3316 N Oak St Ext, Valdosta, GA 31605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ul Wealth Llc | Valdosta | GA | 11/2024 | Present |
| S&J Water Residual | Valdosta | GA | 03/2024 | 11/2024 |
| Fisherman Inc. | Valdosta | GA | 01/2016 | 10/2023 |
| Griffin Chrysler Dodge | Valdosta | GA | 11/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
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