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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHIRICOSTA, NICHOLAS, A | I | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
6810 N. STATE RD. 7COCONUT CREEK, FL 33073
United States
Phone: 754-264-4778