Utopia Wealth Management LLC

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Assets, Funds, Holdings

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Utopia Wealth Management LLC
CRD #300266
SEC #801-116740
CIK #
AUM $172.8 MM (2024-01-31)
Employees 2 (50% Investors, 0% Brokers)
Phone754-264-4778
Address6810 N State Rd 7
Coconut Creek, FL 33073
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 24 10.8
(b) Individuals (high net worth individuals) 24 146.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 9 16.0
Total 174 172.8
By Discretionary
Discretionary 174 172.8
Non-Discretionary 0 0.0
Total 174 172.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 172.8
Total 174 172.8
Comparable Firms State AUM ($BB)
Commons Capital LLC
MA 0.2
Financial Institution Services LLC
NV 0.2
McBroom & Associates LLC
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Shelter Rock Management LLC
NY 0.2
Tilia Fiduciary Partners Inc
NC 0.2
Ascend Interplay LLC
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JHP Wealth Management LLC
CO 0.2
Bright Angel Advisors LLC
MN 0.2
ETRE LLC
MA 0.2
Hutchinson & Ziegler Financial Advisors Inc
CA 0.2
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