Overview
Assets Under Management: $132 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 24
Average Client Assets: $5 million
Frequently Asked Questions
ULTA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310879), ULTA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ULTA WEALTH MANAGEMENT, LLC is headquartered in LAS VEGAS, NV.
ULTA WEALTH MANAGEMENT, LLC serves 24 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, ULTA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ULTA WEALTH MANAGEMENT, LLC manages $132 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, ULTA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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