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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Utopia Wealth Management LLC
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|---|---|
| CRD # | 300266 |
| SEC # | 801-116740 |
| CIK # | |
| AUM | $199.6 M (2025-05-29) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 754-264-4778 |
| Address | 6810 N State Rd 7 Coconut Creek, FL 33073 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 11.9 |
| (b) Individuals (high net worth individuals) | 27 | 163.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 10 | 24.3 |
| Total | 188 | 199.6 |
| By Discretionary | ||
| Discretionary | 188 | 199.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 199.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.6 | |
| Total | 188 | 199.6 |
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|---|---|---|
|
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✚
|
MN | 0.2 |
|
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FL | 0.2 |
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VA | 0.2 |
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Compass Planning Associates Inc
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0.2 | |
|
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OH | 0.2 |
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Successful Money Strategies Inc
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MA | 0.2 |
|
Valpey Financial Services LLC
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NH | 0.2 |
|
Stone Pine Financial Partners LLC
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PA | 0.2 |
|
Strategic Planning Group Inc
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MA | 0.2 |
|
VVR Holdings LLC
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WA | 0.2 |