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Building 2ULTA WEALTH MANAGEMENT, LLC

Map pinLAS VEGAS, NV
Phone702-478-4777
NotebookSEC #801-128332
Total AUM
$146.5M
Employees
1
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3311 SOUTH RAINBOW BLVD.
SUITE 203
LAS VEGAS
NV 89146
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
702-478-4777

ReceiptFinancials

Total AUM
$146.5M
Accounts
31
Discretionary
$76.7M
Accounts
29
Non-Discretionary
$69.8M
Accounts
2

ContactClients

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Individual Clients
3
AUM
$1.3M
HNW Individual Clients
24
AUM
$145.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NV

HandshakeAffiliates

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

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