ULTA WEALTH MANAGEMENT, LLC
CRD #310879 SEC #801-128332 LAS VEGAS, NV 702-478-4777
SEC Registered
Total AUM
$132.4M
Discretionary
$92.6M
Employees
1
Clients
0
Accounts
31
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $132.4M | $92.6M | $39.8M | 1 | 0 |
| Mar 2024 | $118.9M | $97.6M | $21.3M | 1 | 0 |
| Jun 2023 | $110.8M | $110.8M | $0 | 1 | 0 |
| May 2021 | $50.2M | $50.2M | $0 | 1 | 0 |
| Apr 2021 | $50.2M | $50.2M | $0 | 1 | 0 |
| Feb 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$132.4M
Discretionary$92.6M
Non-Disc.$39.8M
Employees1
Clients0
DateMar 2024
Total AUM$118.9M
Discretionary$97.6M
Non-Disc.$21.3M
Employees1
Clients0
DateJun 2023
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0