US Wealth Management Advisors, LLC
Integrity and Performance.
A Manhattan based, Registered Investment Adviser serving institutions, independent advisors, and high net worth individuals.
US Wealth Management Advisors, LLC
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The information on this website is intended solely for U.S. residents and is organized by audience. Please select the option that best describes you and acknowledge the Terms & Conditions below before continuing.
Terms & Conditions
Identity & registration.US Wealth Management Advisors, LLC (“USWMA”, CRD 327223) is a Registered Investment Adviser. Registration does not imply a certain level of skill or training.
No advice, no offer, no solicitation. The information on this website is provided for general informational and educational purposes only. It does not constitute investment, legal, tax, or accounting advice, an offer to buy or sell any security, or a solicitation of any offer to buy or sell any security in any jurisdiction. No advisory relationship is created until USWMA and the prospective client execute a written advisory agreement.
Risk of loss. All investments involve risk, including the possible loss of principal. Past performance is not indicative or a guarantee of future results. There can be no assurance that any investment strategy will achieve its stated objectives.
Non discretionary management. USWMA manages all client accounts on a strictly non discretionary basis. Clients must authorize each transaction prior to execution. USWMA does not have discretionary trading authority over client accounts.
Fees.Fees are negotiable. Lower fees for comparable services may be available from other sources. Refer to USWMA’s Form ADV Part 2A for a full description of fees, expenses, services, and material conflicts.
Affiliation disclosure.Material outside business activities of USWMA’s principal are documented in Form ADV and present potential conflicts of interest. Clients are never required to use any affiliated party for execution or any other service.
Forward looking statements.Any forward looking statements on this site reflect USWMA’s opinion as of the date prepared, are subject to change without notice, and are not guarantees of future performance. Actual results may differ materially.
Audience & jurisdiction. The materials in the institutional, advisor, and individual sections may not be appropriate for all investors and are intended solely for U.S. residents. By selecting an investor type, you represent that you fall within that audience.
Additional information. The public adviser disclosure is available at adviserinfo.sec.gov (CRD 327223). FINRA BrokerCheck is available at finra.org/brokercheck.