University Wealth Advisors LLC

University Wealth Advisors LLC (CRD# 317050) is a financial advisory firm headquartered in Canton, OH. They manage $10,658,275 in 159 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 220, Canton, OH 44707
https://universitywealthadvisors.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $67,033
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, OH

Financial Advisors at University Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Caleb Lopez, financial advisor Canton OH
Caleb M. Lopez
CRD#: 7290226
Canton, OH

Caleb Lopez (CRD# 7290226) is an Investment Advisor Representative working at University Wealth Advisors LLC in Canton, OH and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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