UTA LLC

2800 Main Street
Vancouver, Washington 98663
Tel: 360.360.0344

About UTA LLC

UTA LLC, formally registered with the SEC as UTA LLC. The firm was established in 07/15/2021. They have over 2 offices throughout the country.

UTA LLC is a Vancouver, Washington based Financial Planning firm with nearly $186,732,601 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315427
SEC#	801-121768
Assets Managed by Firm	$186,732,601
No. of Clients	257
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	257	$186,732,601
Individuals (other than high net worth individuals)	69	$24,686,354
High net worth individuals	62	$159,120,217
Corporations or other businesses	Fewer than 5 clients	$2,926,030

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