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UTA LLC

VANCOUVER, WA · CRD 315427 · IAPD ↗ · uptownadv.com · 360.360.0344

$214.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — UTA LLC reported RAUM up 29% ($144.7M -> $186.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — UTA LLC reported RAUM up 47% ($98.1M -> $144.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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