Utopia Wealth Management, LLC
Utopia Wealth Management, LLC is an SEC-registered wealth manager in Coconut Creek, FL with $261.4M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Utopia Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300266, SEC 801-116740, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $261.4M (2026-01-26)
- Firm type
- Wealth Manager
- Location
- Coconut Creek, FL
- Employees
- 3
- Clients
- 62
- CRD
- 300266
- Ownership
- CHIRICOSTA, NICHOLAS, A
How much AUM does Utopia Wealth Management, LLC have?
Utopia Wealth Management, LLC reported $261.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Utopia Wealth Management, LLC?
Disclosed owners and executives of Utopia Wealth Management, LLC include CHIRICOSTA, NICHOLAS, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.