Utopia Wealth Management, LLC
● SEC registered since 2019CRD 300266SEC# 801-116740Coconut Creek, FL
Reg. AUM
$261.4M
Employees
3
Accounts
234
Location
Coconut Creek, FL
Utopia Wealth Management, LLC assets under management
Utopia Wealth Management, LLC operates as an SEC-registered investment adviser based in Coconut Creek, FL. The firm has been registered since 2019. It reports $261.4 million in regulatory assets under management and employs 3 people.
Utopia Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas A Chiricosta Control | Founder/Wealth Advisor/Managing Member/Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Utopia Wealth Management, LLC manage?
Utopia Wealth Management, LLC reports $261.4 million in regulatory assets under management on its Form ADV.
How many employees does Utopia Wealth Management, LLC have?
Utopia Wealth Management, LLC reports 3 employees.
Where is Utopia Wealth Management, LLC located?
Utopia Wealth Management, LLC is based in Coconut Creek, FL and has been SEC-registered since 2019.
Does Utopia Wealth Management, LLC disclose fund performance?
Utopia 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 | 6810 N. State Rd. 7, Coconut Creek, FL 33073 |
| Phone | 754-264-4778 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.4M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$261.4Mregulatory AUM
Discretionary $261.4M