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UTOPIA WEALTH MANAGEMENT, LLC
CRD 300266 · SEC 801-116740
6810 N. STATE RD. 7, COCONUT CREEK, FL, 33073, United States
Phone
754-264-4778
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.4M
Discretionary AUM
$261.4M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20K
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $9.4M |
| High net worth individuals | 39 | $235.9M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD