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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-2021
- Office Locations
- 2
Office Locations
About UTA LLC
Uptown Advisors (UTA LLC) is an SEC-registered, independent fiduciary wealth manager built around a comprehensive planning process. The firm provides client-centered wealth planning and portfolio management, including asset allocation and risk management, with added support for areas like retirement, estate, and business-succession planning. Portfolios make meaningful use of ETFs. Custody is with Charles Schwab and reporting uses Black Diamond.
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Owner & Executives
ASOKA GAMINEE WEERARATNE
Owner, President
- CRD
- #2614002
- Ownership
- 75% or more
JACKIE LEE BIXBY
Chief Compliance Officer
- CRD
- #3225372
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,184,173 | $1,034,939 |
| Non-Discretionary | $31,386,565 | $442,064 |
| Total | $214,570,738 | $865,205 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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