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Ulta Wealth Management, LLC

● SEC registered since 2023CRD 310879SEC# 801-128332Las Vegas, NV
Export (members)
Reg. AUM
$132.4M
Employees
1
Accounts
31
Location
Las Vegas, NV

Ulta Wealth Management, LLC assets under management

Ulta Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Las Vegas, NV. The firm has been registered since 2023. It reports $132.4 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/kenneth-templeton-ii-85854522View on SEC.gov ↗

Ulta Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kenneth L Templeton ControlChief Compliance OfficerUnder 5%2021
Kthreet Trust U/A/D October 19, 2020 ControlMemberOver 75%2021
Kenneth L Templeton ControlTrusteeOver 75%2020

Frequently asked questions

How much does Ulta Wealth Management, LLC manage?

Ulta Wealth Management, LLC reports $132.4 million in regulatory assets under management on its Form ADV.

How many employees does Ulta Wealth Management, LLC have?

Ulta Wealth Management, LLC reports 1 employees.

Where is Ulta Wealth Management, LLC located?

Ulta Wealth Management, LLC is based in Las Vegas, NV and has been SEC-registered since 2023.

Does Ulta Wealth Management, LLC disclose fund performance?

Ulta Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3311 South Rainbow Blvd., Suite 203, Las Vegas, NV 89146
Phone702-478-4777
Office hours8 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$92.6M
Non-discretionary$39.8M
Total (RAUM)$132.4M