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ULTA WEALTH MANAGEMENT, LLC
ULTA WEALTH MANAGEMENT, LLC
LAS VEGAS, Nevada
·
1 registered advisor
·
CRD# 310879
SEC# 801-128332
0
702-478-4777
01
Firm Overview
AUM
$119M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ULTA WEALTH MANAGEMENT, LLC
1 registered advisor
Kenneth L Templeton
LAS VEGAS, Nevada
CRD# 5839612
05
Office Locations
LAS VEGAS, Nevada
1 advisor
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Data sourced from SEC Form ADV filings. ULTA WEALTH MANAGEMENT, LLC (CRD# 310879) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.