ULTA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$146,470,000
Discretionary
$76,715,239
Non-discretionary
$69,754,761
Firm details
- CRD number
- 310879
- SEC file number
- 801-128332
- Main office
- LAS VEGAS, NV, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.