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UTOPIA WEALTH MANAGEMENT, LLC
CRD 300266File 801-116740
APPROVED
Retail clients
Filing as of Jan 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$261.4M
Below cohort median (national)
Discretionary AUM
$261.4M
Clients
58
234 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 3, 2019
- Principal office
- 6810 N. STATE RD. 7, COCONUT CREEK, FL, 33073
- Phone
- 754-264-4778
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.4M
- Discretionary AUM
- $261.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 234
- Non-discretionary accounts
- 0
- Total accounts
- 234
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $235.9M |
| Individuals (other than high net worth individuals) | 19 | $9.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20K
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 62 | 58 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.