UTOPIA WEALTH MANAGEMENT, LLC

6810 N. State Rd. 7
Coconut Creek, Florida 33073
Tel: 754-264-4778

About UTOPIA WEALTH MANAGEMENT, LLC

UTOPIA WEALTH MANAGEMENT, LLC, formally registered with the SEC as UTOPIA WEALTH MANAGEMENT, LLC. The firm was established in 06/03/2019. They have over 1 offices throughout the country.

UTOPIA WEALTH MANAGEMENT, LLC is a Coconut Creek, Florida based Financial Planning firm with nearly $199,644,364 assets under management, offering retirement planning & investment advisory services to 188 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300266
SEC#	801-116740
Assets Managed by Firm	$199,644,364
No. of Clients	188
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Other (WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20K)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	188	$199,644,364
Individuals (other than high net worth individuals)	20	$11,921,850
High net worth individuals	27	$163,385,293

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ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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