Firm
Ulta Wealth Management
Las Vegas, Nevada
Fee-only
Ulta Wealth Management at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 27 individual clients, 24 of them high net worth.
- Its average account is about $4.7 million (assets it manages divided by its 31 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Las Vegas, Nevada |
|---|---|
| Website | ultawealth.com |
| [email protected] | |
| Phone | (702) 478-4777 |
Ulta Wealth Management fees
Ulta Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $146 million |
| Individual clients | 3 |
| High-net-worth clients | 24 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-128332) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 310879 |