UTOPIA WEALTH MANAGEMENT, LLC
CRD #300266 SEC #801-116740 COCONUT CREEK, FL 754-264-4778
SEC Registered
Total AUM
$199.6M
Discretionary
$199.6M
Employees
3
Clients
26
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $199.6M | $199.6M | $0 | 3 | 1 |
| May 2025 | $199.6M | $199.6M | $0 | 3 | 1 |
| Mar 2025 | $199.6M | $199.6M | $0 | 3 | 1 |
| Jan 2025 | $199.6M | $199.6M | $0 | 2 | 1 |
| Jan 2024 | $172.8M | $172.8M | $0 | 2 | 4 |
| Jan 2024 | $172.8M | $172.8M | $0 | 2 | 4 |
| Feb 2023 | $141.3M | $141.3M | $0 | 2 | 4 |
| Jun 2022 | $130.2M | $130.2M | $0 | 1 | 2 |
| Mar 2022 | $130.2M | $130.2M | $0 | 1 | 2 |
| Jul 2021 | $152.2M | $152.2M | $0 | 1 | 2 |
| Jan 2021 | $152.2M | $152.2M | $0 | 1 | 2 |
| Jun 2020 | $127M | $127M | $0 | 1 | 2 |
| May 2020 | $127M | $127M | $0 | 1 | 2 |
| May 2020 | $127M | $127M | $0 | 1 | 2 |
| Feb 2020 | $127M | $127M | $0 | 1 | 2 |
| Nov 2019 | $110.7M | $110.7M | $0 | 1 | 0 |
| Oct 2019 | $110.7M | $110.7M | $0 | 1 | 0 |
| Jul 2019 | $110.7M | $110.7M | $0 | 1 | 0 |
| May 2019 | $110.7M | $110.7M | $0 | 1 | 0 |
DateSep 2025
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees3
Clients1
DateMay 2025
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2025
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees3
Clients1
DateJan 2025
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees2
Clients1
DateJan 2024
Total AUM$172.8M
Discretionary$172.8M
Non-Disc.$0
Employees2
Clients4
DateJan 2024
Total AUM$172.8M
Discretionary$172.8M
Non-Disc.$0
Employees2
Clients4
DateFeb 2023
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees2
Clients4
DateJun 2022
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees1
Clients2
DateMar 2022
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees1
Clients2
DateJul 2021
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees1
Clients2
DateJan 2021
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees1
Clients2
DateJun 2020
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients2
DateMay 2020
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients2
DateMay 2020
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients2
DateFeb 2020
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients2
DateNov 2019
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients0