UTA LLC
CRD #315427 SEC #801-121768 VANCOUVER, WA 360.360.0344
SEC Registered
Total AUM
$186.7M
Discretionary
$159.3M
Employees
2
Clients
0
Accounts
257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $186.7M | $159.3M | $27.4M | 2 | 0 |
| Mar 2024 | $144.7M | $130.6M | $14.1M | 2 | 0 |
| Jan 2023 | $98.1M | $85.7M | $12.4M | 2 | 0 |
| Feb 2022 | $120.8M | $110.3M | $10.5M | 2 | 0 |
| Sep 2021 | $107.2M | $94.5M | $12.7M | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$186.7M
Discretionary$159.3M
Non-Disc.$27.4M
Employees2
Clients0
DateMar 2024
Total AUM$144.7M
Discretionary$130.6M
Non-Disc.$14.1M
Employees2
Clients0
DateJan 2023
Total AUM$98.1M
Discretionary$85.7M
Non-Disc.$12.4M
Employees2
Clients0
DateFeb 2022
Total AUM$120.8M
Discretionary$110.3M
Non-Disc.$10.5M
Employees2
Clients0
DateSep 2021
Total AUM$107.2M
Discretionary$94.5M
Non-Disc.$12.7M
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0