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WealthU Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$861,373
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$215,343
About
WealthU Advisors LLC works with individual and family clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and advisory discussions about digital assets. The firm provides written or electronic financial plans and ongoing investment supervision guided by each client's goals, risk tolerance, and tax considerations.
The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, while drawing on fundamental and cyclical analysis to inform security selection and asset allocation. It implements individualized investment policy statements, typically manages accounts on a discretionary basis, and recommends Charles Schwab Institutional and Altruist as custodians for custody and trade execution.
Noteworthy features include a very small client roster — roughly $861,000 in assets under management across four client relationships — and disclosure that the principal maintains separate employment that occupies approximately 40 hours per week. The brochure also explicitly addresses digital-asset risks and notes participation in Charles Schwab’s institutional program, which may provide operational and service benefits to the firm.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Fee options
Comprehensive Financial Planning upfront fee $750 to $3,000; ongoing monthly fee $175 to $600
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.60% annually
Account minimum: $400,000
Main office location
WealthU Advisors LLC
Enola PA, United States
Number of offices
1
Most active in
WealthU Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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