# ULTA Wealth Management ULTA Wealth Management is a RIA. ## Overview - **Organization type:** RIA - **Assets under management:** Undisclosed - **LinkedIn:** https://www.linkedin.com/company/kenneth-templeton-ii-85854522 ## Regulatory record - **CRD number:** 310879 - **SEC file number:** 801-128332 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310879 ## About ULTA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Las Vegas, NV, registered since 2023. The firm manages $146 million in assets, with $77 million on a discretionary basis. It has 1 employee and 1 investment adviser. ## Questions ### Who runs investment decisions at ULTA Wealth Management? No named investment decision-makers have been publicly identified for ULTA Wealth Management. The firm's principals and investment committee, if one exists, are not disclosed in any public source or regulatory filing. ### Does ULTA Wealth Management make direct investments or commit to external funds? The firm's investment approach has not been documented in public records. There are no known direct investments, fund commitments, or co-investment partnerships attributed to ULTA Wealth Management. ### What is the AUM of ULTA Wealth Management? Assets under management for ULTA Wealth Management are not publicly disclosed. No credible estimate from external sources or regulatory filings is available. ### Where is ULTA Wealth Management headquartered? The registered address and operational headquarters of ULTA Wealth Management have not been published. The firm's geographic location remains undisclosed in public records. ## Related profiles - [HOKU INC.](https://altss.com/profile/hoku-inc) - [MCJ Venture Management](https://altss.com/profile/mcj-venture-management) --- Last updated: 2026-07-06T01:24:27.824Z Canonical page: https://altss.com/profile/ulta-wealth-management-llc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology