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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | CCO | NA | Control |
| BIXBY, JACKIE, LEE | I | OWNER AND CCO | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
| WEERARATNE, ASOKA, GAMINEE | I | OWNER | E | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (3)
NV OR WA
Address
2800 MAIN STREETVANCOUVER, WA 98663
United States
Phone: 360.360.0344