Uta LLC
Uta LLC is an SEC-registered wealth manager in Vancouver, WA with $214.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Uta LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315427, SEC 801-121768, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $214.6M (2026-01-12)
- Firm type
- Wealth Manager
- Location
- Vancouver, WA
- Employees
- 2
- Clients
- 103
- CRD
- 315427
- Ownership
- BIXBY, JACKIE, LEE; WEERARATNE, ASOKA, GAMINEE
How much AUM does Uta LLC have?
Uta LLC reported $214.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Uta LLC?
Disclosed owners and executives of Uta LLC include BIXBY, JACKIE, LEE, WEERARATNE, ASOKA, GAMINEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.