# UTOPIA WEALTH MANAGEMENT, LLC

UTOPIA WEALTH MANAGEMENT, LLC of COCONUT CREEK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 300266
- Type: SEC-registered investment adviser
- SEC file number: 801-116740
- Location: 6810 N. STATE RD. 7, COCONUT CREEK, FL, 33073
- Phone: 754-264-4778
- Latest filing: 2026-01-26
- Regulatory AUM: $261.4M
- Discretionary AUM: $261.4M
- Clients: 3
- Accounts: 234

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Nicholas A Chiricosta | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| CHIRICOSTA NICHOLAS A | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300266/similar
- Related entities: https://search.stillhousedata.com/firm/300266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300266

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
