Ulta Wealth Management, LLC
● SEC registered since 2023CRD 310879SEC# 801-128332Las Vegas, NV
Reg. AUM
$146.5M
Employees
1
Accounts
31
Location
Las Vegas, NV
Ulta Wealth Management, LLC assets under management
Ulta Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Las Vegas, NV. The firm has been registered since 2023. It reports $146.5 million in regulatory assets under management and employs 1 people.
Ulta Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth L Templeton Control | Chief Compliance Officer | Under 5% | 2021 |
| Kthreet Trust U/A/D October 19, 2020 Control | Member | Over 75% | 2021 |
| Kenneth L Templeton Control | Trustee | Over 75% | 2020 |
Frequently asked questions
How much does Ulta Wealth Management, LLC manage?
Ulta Wealth Management, LLC reports $146.5 million in regulatory assets under management on its Form ADV.
How many employees does Ulta Wealth Management, LLC have?
Ulta Wealth Management, LLC reports 1 employees.
Where is Ulta Wealth Management, LLC located?
Ulta Wealth Management, LLC is based in Las Vegas, NV and has been SEC-registered since 2023.
Does Ulta Wealth Management, LLC disclose fund performance?
Ulta Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3311 South Rainbow Blvd., Suite 203, Las Vegas, NV 89146 |
| Phone | 702-478-4777 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.5M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$146.5Mregulatory AUM
Discretionary $76.7MNon-discretionary $69.8M