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Ulta Wealth Management, LLC

CRD 310879  ·  Las Vegas, NV  ·  $146.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
310879
SEC number
801-128332
Firm type
RIA
Assets under management
$146.5M as of Feb 9, 2026
Website
www.linkedin.com/in/kenneth-templeton-ii-85854522 ↗
Phone
702-478-4777
Address
3311 South Rainbow Blvd., Las Vegas, NV, 89146

Advisors at this firm

1 in our index · page 1 of 1

  • Kenneth L TempletonCRD 5839612 · Las Vegas, NV
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–1 of 1

Source & corrections

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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