Important regulatory disclosures
Registration. US Wealth Management Advisors, LLC is a Registered Investment Adviser. Registration does not imply a certain level of skill or training.
Informational purposes only. The information on this website is provided for general informational and educational purposes only and 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 possible loss of principal. Past performance is not indicative or a guarantee of future results. Forward looking statements reflect USWMA’s views as of the date prepared, are subject to change without notice, and are not guarantees of future outcomes.
Non discretionary management. All client accounts are managed on a strictly non discretionary basis. Clients 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 complete description of services, fees, and material conflicts of interest.
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.
Further information. Additional information about USWMA, including its disciplinary history (zero events as of the most recent ADV filing), is available on the public adviser disclosure at adviserinfo.sec.gov. FINRA BrokerCheck is available at finra.org/brokercheck.
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