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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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