ULTA WEALTH MANAGEMENT, LLC of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 310879). Regulatory assets under management: $146.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Kenneth L Templeton | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| TEMPLETON KENNETH L | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |