UTA LLC

UTA LLC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 315427). Regulatory assets under management: $214.6M.

Registration

• CRD: 315427
• SEC file number: 801-121768
• Type: Registered investment adviser
• Location: 2800 MAIN STREET, VANCOUVER, WA, 98663
• Phone: 360.360.0344
• Latest filing: 2026-01-12
• Regulatory AUM: $214.6M
• Discretionary AUM: $183.2M
• Non-discretionary AUM: $31.4M
• Clients: 2
• Accounts: 248

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315427 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search