UTOPIA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$261,408,410
Discretionary
$261,408,410
Non-discretionary
$0
Firm details
- CRD number
- 300266
- SEC file number
- 801-116740
- Main office
- COCONUT CREEK, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.utopiawealth.com/
- Fee structure
-
Percentage of AUM Hourly Other
As of November 2026.