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Uta LLC

● SEC registered since 2021CRD 315427SEC# 801-121768Vancouver, WA
Export (members)
Reg. AUM
$186.7M
Employees
2
Accounts
257
Location
Vancouver, WA

Uta LLC assets under management

Uta LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2021. It reports $186.7 million in regulatory assets under management and employs 2 people.

Uta LLC owners & executives

2 reported
NameTitleOwnershipSince
Asoka Gaminee Weeraratne ControlOwnerOver 75%2021
Jackie Lee Bixby ControlCcoUnder 5%2021

Frequently asked questions

How much does Uta LLC manage?

Uta LLC reports $186.7 million in regulatory assets under management on its Form ADV.

How many employees does Uta LLC have?

Uta LLC reports 2 employees.

Where is Uta LLC located?

Uta LLC is based in Vancouver, WA and has been SEC-registered since 2021.

Does Uta LLC disclose fund performance?

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

Contact & registration

Address2800 Main Street, Vancouver, WA 98663
Phone360.360.0344
Office hours9:00a.m. To 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$159.3M
Non-discretionary$27.4M
Total (RAUM)$186.7M