UTA LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $214.6M |
| Discretionary | $183.2M85% of AUM |
| Non-Discretionary | $31.4M |
| Client Accounts | 248 |
| Avg Account Size | $865K |
| Employees | 2 |
| Peak AUM | $214.6MJan 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $215M | +14.9% | +29.8% | — | |
| Discretionary AUM | $183M | ||||
Key Metrics
| Total AUM | $214.6M |
| Discretionary | $183.2M |
| Employees | 2 |
| Client Accounts | 248 |
| Client Range | 0 |
Contact & Location
Address
2800 MAIN STREET
VANCOUVER WA 98663
Phone
360.360.0344
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$183M
85.4% of AUM
Non-Discretionary
$31M
14.6% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported