Universal Value Advisors
Universal Value Advisors is an SEC-registered ria in Reno, NV with $51.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Universal Value Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285644, SEC 801-108879, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $51.9M (2026-03-30)
- Firm type
- Ria
- Location
- Reno, NV
- Employees
- 5
- CRD
- 285644
- Ownership
- BARONE, JOSHUA, ANTHONY; BARONE LIQUIDITY INVESTMENTS, LLC; AVARIZIA CAPITAL LLC; BARONE FAMILY TRUST; BARONE, ROBERT, NICHOLAS
How much AUM does Universal Value Advisors have?
Universal Value Advisors reported $51.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Universal Value Advisors?
Disclosed owners and executives of Universal Value Advisors include BARONE, JOSHUA, ANTHONY, BARONE LIQUIDITY INVESTMENTS, LLC, AVARIZIA CAPITAL LLC, BARONE FAMILY TRUST, BARONE, ROBERT, NICHOLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.