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ULTA WEALTH MANAGEMENT, LLC
CRD 310879 · SEC 801-128332
3311 SOUTH RAINBOW BLVD., SUITE 203, LAS VEGAS, NV, 89146, United States
Phone
702-478-4777
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.5M
Discretionary AUM
$76.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.3M |
| High net worth individuals | 24 | $145.1M |
States served
NV
All web addresses on file
Official SEC filing: View on IAPD