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).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Utopia Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas A. Chiricosta
CRD#: 7058165
6810 N. State Rd. 7, Coconut Creek, FL 33073

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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