Uliana
Michaelis
Wealthspire Advisors
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About this Advisor
Uliana Michaelis is a financial advisor based in Westport, Connecticut, working with Wealthspire Advisors. Uliana has previously held positions at Llbh Private Wealth Management, LLC, University Of Connecticut, and Wealthspire Advisors. Uliana has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Uliana is part of Wealthspire Advisors, which operates out of Westport, Connecticut. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Uliana Michaelis Work History
Wealthspire Advisors
Llbh Private Wealth Management, LLC
Llbh Private Wealth Management, LLC
University Of Connecticut
Disclosures
Please visit the SEC profile of Uliana Michaelis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
New York, NY
Reston, VA
Salisbury, MD
West Hartford, CT
Potomac, MD
Delafield, WI
Madison, WI
Delafield, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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