ULTA WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2023

Total AUM

$146M

Discretionary

$76.7M

52% of AUM

Avg account

$4.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 310879
Registered since: July 13, 2023
Website: www.ultawealthmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI99.09%
Individuals0.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ulta Wealth Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients with financial planning and portfolio management services. The firm was SEC-registered in 2023 and operates as a limited liability company under domestic ownership. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm reports an explicit equity preference and does not identify as an active ESG investor or a capital allocator; alternative exposures are obtained through third-party managers.