On June 8, 2022, it was announced that Allworth Financial acquired UAS Wealth Advisors.
Under the terms of the transaction, Allworth Financial (“Allworth”) acquired UAS Wealth Advisors (“UAS”). Terms of the agreement were not disclosed.
Allworth, based in Folsom, California, is an independent investment financial advisory firm offering estate planning, retirement planning, investment advising, tax planning and preparation, and 401(k) management services to its clients. Allworth has approximately $15 billion in assets under management.
UAS, based in Albuquerque, New Mexico, is an investment management firm that provides retirement and financial planning services. UAS manages approximately $427 million in client assets.
To read the press release: please click here.