← Back to searchVisit website
UTA LLC
CRD 315427 · SEC 801-121768
2800 MAIN STREET, VANCOUVER, WA, 98663, United States
Phone
360.360.0344
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.6M
Discretionary AUM
$183.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $27.3M |
| High net worth individuals | 43 | $183.8M |
| Corporations/business entities | 1 | $3.5M |
States served
NV, OR, WA
All web addresses on file
Official SEC filing: View on IAPD