UPWM HEALTHCARE LLC

IRVINE, CACCN: B41564
YELLOW

Overall

13.8

Quality

Compliance

Operational

Market

55.0

Contact Information

Address

2372 MORSE AVE SUITE 364

IRVINE, CA 92614

Website

No website on file

Administrator

PALAK CHOPRA, VICE PRESIDENT AND ADMINISTRATOR

Provider Details

CountyOrange
Ownership TypeFor-Profit
ADC
ADC Fitunknown
Service Area (ZIPs)5
Market TypeRural
CertifiedAug 17, 2021
County Demographics
65+ Population522,478
% 65+16.5%
Median Income$109,361

Ownership Profile

Complexitymoderate
Owner Count6
PE/Investment BackedNo
Chain AffiliatedNo
Recent Ownership ChangeYes

Classification Reasons

Concern: ADC data unavailable

Outreach Status

Readiness

Monitor - Complete diligence first

Deal Type

Unknown - ADC required

Sell-Side Hypothesis

Recent ownership change may indicate transition period or strategic repositioning

Rating Sensitivity

Upgrade Triggers

CON state expansion opportunity

Downgrade Triggers

CMS enforcement action

Owner Carry-Back Analysis

65/100
MEDIUM
Independent Ownership+30

Not backed by private equity - more likely to consider creative financing

Standalone Operation+20

Not part of larger chain - owner has full decision authority

Multiple Owners+5

Multiple stakeholders may complicate carry-back terms

Large Operation+3

Large ADC typically attracts PE/strategic buyers

Recent Change+2

Recent ownership change - may indicate PE flip or distressed situation

For-Profit+5

For-profit structure - owner seeks return, more receptive to deal structures

Potential Owner Carry-Back Opportunity

This provider has some favorable characteristics for owner financing, but may require additional due diligence. Consider exploring the ownership situation further before proposing seller financing terms.

Data Quality & Completeness

Completeness Score

55%

Data Quality

LOW

Confidence

Medium (0.50)

Missing Fields

financialsADCquality_stars
Data Source: CMS Provider Data Catalog Nov 2025, PECOS Q1 2026 • Analysis Date: Jan 26, 2026