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Utopia Wealth Management, LLC

● SEC registered since 2019CRD 300266SEC# 801-116740Coconut Creek, FL
Export (members)
Reg. AUM
$199.6M
Employees
3
Accounts
188
Location
Coconut Creek, FL

Utopia Wealth Management, LLC assets under management

Utopia Wealth Management, LLC operates as an SEC-registered investment adviser based in Coconut Creek, FL. The firm has been registered since 2019. It reports $199.6 million in regulatory assets under management and employs 3 people.
www.utopiawealth.comView on SEC.gov ↗

Utopia Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nicholas A Chiricosta ControlFounder/Wealth Advisor/Managing Member/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Utopia Wealth Management, LLC manage?

Utopia Wealth Management, LLC reports $199.6 million in regulatory assets under management on its Form ADV.

How many employees does Utopia Wealth Management, LLC have?

Utopia Wealth Management, LLC reports 3 employees.

Where is Utopia Wealth Management, LLC located?

Utopia Wealth Management, LLC is based in Coconut Creek, FL and has been SEC-registered since 2019.

Does Utopia Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address6810 N. State Rd. 7, Coconut Creek, FL 33073
Phone754-264-4778
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$199.6M
Non-discretionary$0
Total (RAUM)$199.6M