Reported as registered
ULLMANN WEALTH PARTNERS
CRD 316697 · SEC 801-122769
JACKSONVILLE BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
1,284 sourced firms · query 130 ms
Exempt Reporting Adviser
UNCAP MANAGER LLC
CRD 338292 · SEC 802-134890
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNIFIED WEALTH MANAGEMENT LLC
CRD 284553 · SEC 801-131522
OLDSMAR, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNIFY FINANCIAL ADVISORS
CRD 324120 · SEC 801-130951
CLEARWATER, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNIMAR
CRD 159674 · SEC 801-108974
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNIQUE WEALTH, LLC
CRD 312462 · SEC 801-120294
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNISON ASSET MANAGEMENT LLC
CRD 288249 · SEC 801-110503
AVENTURA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNIVERSA INVESTMENTS L.P.
CRD 146052 · SEC 801-68696
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
URS ADVISORY
CRD 289892 · SEC 801-136079
JUPITER, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UTOPIA WEALTH MANAGEMENT, LLC
CRD 300266 · SEC 801-116740
COCONUT CREEK, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UYANA PARTNERS LLC
CRD 300280 · SEC 801-134808
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VALHALLA VENTURES MANAGEMENT COMPANY LLC
CRD 328245 · SEC 802-129179
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VALLEY FORGE CAPITAL MANAGEMENT
CRD 162953 · SEC 801-110956
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VALOR ADVISORS LLC
CRD 171358 · SEC 801-79691
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VALUE FINANCIAL ADVISERS, INC.
CRD 107321 · SEC 801-37987
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VAST VENTURES MANAGEMENT LLC
CRD 316553 · SEC 802-122563
FT. LAUDERDALE, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VECTOR TECHNOLOGIES, LLC
CRD 323237 · SEC 801-127761
MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VELARIS WEALTH MANAGEMENT
CRD 340592 · SEC 801-135459
ORLANDO, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VELTRIA ADVISORS CORP.
CRD 189514 · SEC 801-114028
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VELVET SEA VENTURES
CRD 317632 · SEC 801-123062
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026