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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 8, 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 |
|---|---|---|---|---|
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEMPLETON, KENNETH, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
| KTHREET TRUST U/A/D OCTOBER 19, 2020 | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
| TEMPLETON, KENNETH, L | I | KTHREET TRUST U/A/D OCTOBER 19, 2020 | E | Control |
Registrations
Federal
IA
Feb 8, 2025 REGISTERED
Notice Filings (1)
NV
Address
3311 SOUTH RAINBOW BLVD.SUITE 203
LAS VEGAS, NV 89146
United States
Phone: 702-478-4777