Ult Wealth Advisors, LLC (Kirkland)

Name: Ult Wealth Advisors, LLC
Address: 3400 Carillon Pt, Kirkland, WA, 98033 7317
Telephone: 425-406-6830

Ult Wealth Advisors, LLC is a large advisory firm based in Kirkland. It manages $170.31 million of regulatory assets for 519 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Washington.

Ult Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ult Wealth Advisors: assets under management

The assets under management (AUM) of Ult Wealth Advisors, LLC is $170.31 million. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.53 million in discretionary accounts and $77.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $254.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $501.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ult Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kirkland

The principal office where Ult Wealth Advisors, LLC performs its advisory services is located at 3400 Carillon Pt, Kirkland, WA 98033 7317, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-406-6830 or by fax 425-406-6890. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at ultwealthadvisors.com.

Ult Wealth Advisors, LLC (Kirkland)

Ult Wealth Advisors: assets under management

Fees & Commissions

Based in Kirkland

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