# ULTA WEALTH MANAGEMENT, LLC

ULTA WEALTH MANAGEMENT, LLC of LAS VEGAS, NV is an SEC-registered investment adviser.

## Registration

- CRD: 310879
- Type: SEC-registered investment adviser
- SEC file number: 801-128332
- Location: 3311 SOUTH RAINBOW BLVD., SUITE 203, LAS VEGAS, NV, 89146
- Phone: 702-478-4777
- Latest filing: 2026-02-09
- Regulatory AUM: $146.5M
- Discretionary AUM: $76.7M
- Non-discretionary AUM: $69.8M
- Clients: 1
- Accounts: 31

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth L Templeton | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| TEMPLETON KENNETH L | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310879/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310879/similar
- Related entities: https://search.stillhousedata.com/firm/310879/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310879

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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.