CRD: 300266
Utopia Wealth Management, LLC
$261.4M Total AUM
$261.4M Disc. AUM
23.5% 3Y CAGR
3 Employees
62 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2019
- Office Locations
- 1
Office Locations
6810 N. State Rd. 7 Coconut Creek FL
About Utopia Wealth Management, LLC
Utopia Wealth Management, LLC is a fiduciary, independent, fee-only RIA providing asset management alongside financial and estate planning. The firm serves individuals and families, including business owners and entrepreneurs, with a focus on portfolio construction, asset allocation, and risk management using public funds and ETFs as part of client portfolios. Custody includes Charles Schwab.
Team overview
35 AVG AGE
$261.4M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
5.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
NICHOLAS A CHIRICOSTA
Chief Compliance Officer, FOUNDER, Managing Member, WEALTH ADVISOR
- CRD
- #7058165
- Ownership
- 75% or more
Available
Available
Available
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MARISOL ANDREONI
Analyst
- CRD
- #2060821
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,408,410 | $1,117,130 |
| Non-Discretionary | $0 | -- |
| Total | $261,408,410 | $1,117,130 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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