Utopia Wealth Management, LLC
Utopia Wealth Management, LLC (CRD# 300266) is a financial advisory firm headquartered in Coconut Creek, FL. They manage $172,820,814 in 174 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Utopia Wealth Management, LLC
By the Numbers
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Total Assets Under Management173MILLION
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Total Number of Accounts174ACCOUNTS
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Average Account Value$993,223
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Utopia Wealth Management, LLC
1
Nicholas Chiricosta (CRD# 7058165) is an Investment Advisor Representative working at Utopia Wealth Management, LLC in Coconut Creek, FL and has 1 year of experience in the finance industry.
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