Uta LLC
● SEC registered since 2021CRD 315427SEC# 801-121768Vancouver, WA
Reg. AUM
$214.6M
Employees
2
Accounts
248
Location
Vancouver, WA
Uta LLC assets under management
Uta LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2021. It reports $214.6 million in regulatory assets under management and employs 2 people.
Uta LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Asoka Gaminee Weeraratne Control | Owner | Over 75% | 2021 |
| Jackie Lee Bixby Control | Cco | Under 5% | 2021 |
Frequently asked questions
How much does Uta LLC manage?
Uta LLC reports $214.6 million in regulatory assets under management on its Form ADV.
How many employees does Uta LLC have?
Uta LLC reports 2 employees.
Where is Uta LLC located?
Uta LLC is based in Vancouver, WA and has been SEC-registered since 2021.
Does Uta LLC disclose fund performance?
Uta LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2800 Main Street, Vancouver, WA 98663 |
| Phone | 360.360.0344 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.6M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$214.6Mregulatory AUM
Discretionary $183.2MNon-discretionary $31.4M