UTA LLC

Overview

UTA LLC is an independent registered investment adviser organized as an LLC and primarily serves individual and family clients alongside select institutional relationships. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee schedule is flexible — charging a percentage of assets under management for ongoing portfolio services and offering hourly and fixed-fee engagements for planning or project work. Investment activity is skewed toward equities. The firm reports a clear preference for exchange-traded investments as the backbone of client portfolios and runs primarily discretionary strategies across most client relationships. UTA LLC is not positioned as a capital allocator to external alternative managers and is not an active ESG investor according to its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices