CRD: 310879
Ulta Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
About Ulta Wealth Management, LLC
Ulta Wealth Management is a Las Vegas-based RIA led by owner/CCO Kenneth Templeton II, providing hands-on private wealth management and retirement planning for high-net-worth individuals and families nationwide (typically $200K+ liquid assets). Portfolios are customized to client goals and risk tolerance, with specialized options-trading strategies and transition/asset reallocation support. The firm also manages Nevada Asset Protection Trusts for in- and out-of-state clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH L TEMPLETON II
Chief Compliance Officer, Owner
- CRD
- #5839612
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,715,239 | $2,645,353 |
| Non-Discretionary | $69,754,761 | $34,877,381 |
| Total | $146,470,000 | $4,724,839 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing