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RIA · CRD 300310

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UTES Wealth Strategies

UTES WEALTH STRATEGIES is a state-registered investment adviser in ANTIOCH, IL. The firm has 1 employee and 1 investment adviser. It is based in ANTIOCH, IL.

Overview

UTES WEALTH STRATEGIES is a state-registered investment adviser in ANTIOCH, IL. The firm has 1 employee and 1 investment adviser. It is based in ANTIOCH, IL.

General information

Firm type

RIA

Year founded

2009

Location

Region

North America

Country

United States

City

Antioch

Corporate office

Park City, UT, United States

Principals

Gail Miller

Chairwoman

Sector focus

Real EstateConsumerFinancial ServicesHealthcare ServicesMedia & Entertainment

Frequently asked questions

Does UTES invest primarily in operating businesses or in third-party funds?

Both, though the weighting leans heavily toward direct ownership of operating companies. The Miller family holds a majority stake in the Larry H. Miller Group, which operates automotive dealerships, real estate, and sports assets. Alongside that core, UTES allocates to external private equity funds and direct co-investments, particularly in projects with a Utah or Intermountain West connection. The office does not publicly disclose its fund-commitment criteria.

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