ULTA WEALTH MANAGEMENT, LLC

3311 South Rainbow Blvd.
Suite 203
Las Vegas, Nevada 89146
Tel: 702-478-4777

About ULTA WEALTH MANAGEMENT, LLC

ULTA WEALTH MANAGEMENT, LLC, formally registered with the SEC as ULTA WEALTH MANAGEMENT, LLC. The firm was established in 07/13/2023. They have over 1 offices throughout the country.

ULTA WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $132,408,398 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310879
SEC#	801-128332
Assets Managed by Firm	$132,408,398
No. of Clients	31
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	31	$132,408,398
Individuals (other than high net worth individuals)	Fewer than 5 clients	$1,170,520
High net worth individuals	24	$131,237,878

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