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UTOPIA WEALTH MANAGEMENT, LLC

COCONUT CREEK, FL · CRD 300266 · IAPD ↗ · utopiawealth.com · 754-264-4778

$261.4MRegulatory AUM
1Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — UTOPIA WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
February 2026 — UTOPIA WEALTH MANAGEMENT, LLC reported RAUM up 31% ($199.6M -> $261.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.