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Building 2UTOPIA WEALTH MANAGEMENT, LLC

Map pinCOCONUT CREEK, FL
Phone754-264-4778
NotebookSEC #801-116740
Total AUM
$261.4M
Employees
3
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6810 N. STATE RD. 7
COCONUT CREEK
FL 33073
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
754-264-4778

ReceiptFinancials

Total AUM
$261.4M
Accounts
234
Discretionary
$261.4M
Accounts
234
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$9.4M
HNW Individual Clients
39
AUM
$235.9M
Other Clients
4
AUM
$16.1M
Description of Other Clients
ESTATE, IRREVOCABLE TRUST AND FAMILY LIMITED PARTNERSHIP

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20K

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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