Asoka Weeraratne
UTA · Vancouver, Washington
Asoka Weeraratne is a fee-only financial advisor at UTA in Vancouver, Washington. UTA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | UTA |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $214.6M across 248 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 2614002 |
| Exams passed | Series 63 (1995) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | uptownadv.com |
How Asoka's firm compares
- UTA's average account is about $865,000, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Asoka
Is Asoka Weeraratne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Asoka holds no broker registration, and UTA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Asoka charge for financial advice?
Asoka's firm, UTA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Asoka Weeraratne based?
Asoka Weeraratne is based in Vancouver, Washington.
Is Asoka Weeraratne registered with the SEC?
Yes. Asoka Weeraratne is registered as an investment adviser representative in OR and WA (CRD 2614002), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does UTA manage?
UTA reports $214.6M across 248 accounts in assets under management.
How do I contact Asoka Weeraratne?
Through Asoka's website, uptownadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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