Ujae Kang
UAK Diversified Wealth Advisors · Mahtomedi, Minnesota
Ujae Kang is a fee-only financial advisor at UAK Diversified Wealth Advisors in Mahtomedi, Minnesota, who holds the CFA credential. UAK Diversified Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | UAK Diversified Wealth Advisors |
|---|---|
| Based in | Mahtomedi, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $122.7M across 550 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 5660240 |
| Exams passed | Series 63 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | uakdiversified.com |
How Ujae's firm compares
- UAK Diversified Wealth Advisors's average account is about $223,000, from its Form ADV (assets managed divided by 550 accounts).
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Questions about Ujae
Is Ujae Kang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ujae holds no broker registration, and UAK Diversified Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ujae charge for financial advice?
Ujae's firm, UAK Diversified Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ujae Kang based?
Ujae Kang is based in Mahtomedi, Minnesota.
What credentials does Ujae Kang hold?
Ujae Kang holds the CFA credential.
Is Ujae Kang registered with the SEC?
Yes. Ujae Kang is registered as an investment adviser representative in MN (CRD 5660240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does UAK Diversified Wealth Advisors manage?
UAK Diversified Wealth Advisors reports $122.7M across 550 accounts in assets under management.
How do I contact Ujae Kang?
Through Ujae's website, uakdiversified.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mahtomedi
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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