Ulta Wealth Management, LLC

Ulta Wealth Management, LLC is a financial advisory firm based in Las Vegas, established in 2020, offering a range of investment advisory services to individuals and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include asset management, tailored to individual needs with a focus on stocks, bonds, ETFs, and other securities, as well as financial planning and consulting covering various financial aspects. The firm charges asset management fees based on a tiered percentage of assets under management, with fees billed monthly. Financial planning services are charged on an hourly or flat fee basis. The firm manages over $92 million on a discretionary basis and $39 million on a non-discretionary basis. Investment strategies include asset allocation, fixed income, options, private equity, and real estate investment trusts. The firm uses Fidelity for institutional platform services, including research and brokerage services. Clients have the option to grant investment discretion to the firm, and the firm does not accept proxy authority to vote client securities. Ulta Wealth Management does not have any disciplinary events, and the Chief Compliance Officer reviews accounts annually. The firm does not provide financial information in the brochure.