Active
UTOPIA WEALTH MANAGEMENT, LLC
Investment Advice|COCONUT CREEK, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$199.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 199.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 300266 |
| SEC Number | 801-116740 |
| Street Address | 6810 N. STATE RD. 7 |
| Location | COCONUT CREEK, FL 33073 |
| Country | United States |
| Phone | 754-264-4778 |
| Total Employees | 3 |
Client Count by Type (57 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 27 |
| Individuals (other than H… | 20 |
| Other | 10 |
County data not available for this organization.