United Advisors America
United Advisors America is an SEC-registered mass-market adviser in Prosper, TX with $446.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns United Advisors America: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147350, SEC 801-114134, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $446.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Prosper, TX
- Employees
- 28
- Clients
- 2,809
- CRD
- 147350
- Ownership
- PAGANELLI, AUBREY, MARIE; Peddicord, Price, Barton; FOLLETT, RICHARD, LYNN; FOLLETT FINANCIAL HOLDINGS, LLC; AMMIRATO, VINCENT, SALVATORE
How much AUM does United Advisors America have?
United Advisors America reported $446.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns United Advisors America?
Disclosed owners and executives of United Advisors America include PAGANELLI, AUBREY, MARIE, Peddicord, Price, Barton, FOLLETT, RICHARD, LYNN, FOLLETT FINANCIAL HOLDINGS, LLC, AMMIRATO, VINCENT, SALVATORE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.