Aua Private Wealth Advisors, LLC
AUA Private Wealth Advisors, LLC is a registered investment adviser based in West Conshohocken, Pennsylvania, providing wealth management services since 2022. The firm offers personalized wealth management services, combining financial planning with ongoing portfolio management. Services include cash flow analysis, retirement analysis, insurance analysis, portfolio analysis, education savings analysis, and estate analysis. AUA Private Wealth provides discretionary portfolio management services, making investment decisions based on client objectives. The firm advises on various securities, including equities, debt securities, mutual funds, and options contracts. Sub-advisors may be recommended based on performance, analysis methods, and fees. AUA Private Wealth does not specialize in specific securities. The firm's investment strategies include long-term purchases, short-term purchases, option writing, and trading. Clients have the option to direct brokerage. AUA Private Wealth does not receive compensation for client referrals or engage in directed brokerage. The firm does not vote proxies and does not have physical custody of client funds. AUA Private Wealth maintains strict confidentiality and security measures for client information. The firm's privacy policy ensures the protection of nonpublic personal information. AUA Private Wealth complies with regulations regarding identity theft protection and accuracy of client information.
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