Adviser Profile
| As of Date | 02/16/2021 |
| Registration status | Registration Changed to ULTA WEALTH MANAGEMENT, LLC |
| ADV Location | LAS VEGAS, NV, United States |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
50M
43M
36M
29M
22M
14M
7M
2020
2021
Private Funds
No private funds