Overview
Assets Under Management: $132 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 24
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.12
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 31
Discretionary Accounts: 29
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 310879
Last Filing Date: 2025-02-07 00:00:00
Website: https://ultawealth.com