LAS VEGAS, NVCRD 310879Latest ADV February 9, 2026
Ulta Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated February 9, 2026, reports $146M in regulatory assets under management, 1 employee, and 31 accounts.
Assets Under Management
$146M
Employees
1
Offices
--
Total Clients
27
Primary office
LAS VEGAS, NV
3311 SOUTH RAINBOW BLVD., SUITE 203, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.9% of total clients.
Top client categories% of clientsClients
1
HNWI
88.9%
24
2
Individuals
11.1%
3
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of February 9, 2026
Discretionary52.4%
$77M
52% of total RAUM52.4%
Non-discretionary47.6%
$70M
48% of total RAUM47.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts31
10Y AUM Change+$146M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.