UTOPIA WEALTH MANAGEMENT, LLC

Overview

Utopia Wealth Management, LLC is an independent registered investment adviser focused on serving individual and family clients, as well as small business owners. The firm provides comprehensive financial planning and discretionary portfolio management, using a fee model that includes a percentage of assets under management alongside hourly and other fee arrangements. Since its SEC registration in 2019, the adviser has positioned itself as a hands-on manager for a concentrated client base rather than a broad institutional allocator. Utopia is not positioned as an ESG-focused investor, and it does not function as a capital allocator or pension consultant. Portfolio construction emphasizes pooled public funds as the primary building block, with a secondary use of corporate debt instruments and separate account management where appropriate. The firm reports all assets as discretionary, which indicates client relationships are largely managed under discretionary mandates rather than solely on an advisory or advisory-with-consent basis. Custody and execution are centralized through Charles Schwab & Co., Inc., which houses the entirety of reported assets.

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