Ulta Wealth Management, LLC
Ulta Wealth Management, LLC is an SEC-registered wealth manager in Las Vegas, NV with $146.5M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Ulta Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310879, SEC 801-128332, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $146.5M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Las Vegas, NV
- Employees
- 1
- Clients
- 27
- CRD
- 310879
- Ownership
- KTHREET TRUST U/A/D OCTOBER 19, 2020; TEMPLETON, KENNETH, L
How much AUM does Ulta Wealth Management, LLC have?
Ulta Wealth Management, LLC reported $146.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Ulta Wealth Management, LLC?
Disclosed owners and executives of Ulta Wealth Management, LLC include KTHREET TRUST U/A/D OCTOBER 19, 2020, TEMPLETON, KENNETH, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.