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UTOPIA WEALTH MANAGEMENT, LLC
UTOPIA WEALTH MANAGEMENT, LLC
COCONUT CREEK, Florida
·
1 registered advisor
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CRD# 300266
SEC# 801-116740
0
754-264-4778
01
Firm Overview
AUM
$173M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Other: WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20K
03
Specialties
Financial Planning
Investment Management
04
Advisors at UTOPIA WEALTH MANAGEMENT, LLC
1 registered advisor
Nicholas A Chiricosta
COCONUT CREEK, Florida
CRD# 7058165
05
Office Locations
COCONUT CREEK, Florida
1 advisor
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Data sourced from SEC Form ADV filings. UTOPIA WEALTH MANAGEMENT, LLC (CRD# 300266) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.