# Utopia Wealth Management

Utopia Wealth Management is a Bank / Wealth / Trust based in Coconut Creek, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coconut Creek, United States
- **Region:** North America
- **Address:** Coconut Creek, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** utopiawealth.com
- **LinkedIn:** https://www.linkedin.com/company/utopia-wealth-management-llc

## Regulatory record

- **CRD number:** 300266
- **SEC file number:** 801-116740
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-26T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300266

## About

Utopia Wealth Management was founded in 2019 and is based in Coconut Creek, Florida. The firm registers as a US wealth manager providing investment advisory services, including financial planning and portfolio management, to individuals, high-net-worth individuals, and corporations. The firm's advisory model concentrates on constructing and managing client portfolios. Its service lines include discretionary portfolio management and broader financial planning engagements, with a client base spanning individual retail investors and high-net-worth families. The firm operates from a single location in South Florida. Utopia Wealth Management maintains a lean operating profile typical of a boutique advisory practice. The firm's recent posture reflects its continued operation in the South Florida market. No material structural changes, such as new office openings or major personnel additions, have been publicly noted in the last 24 months. Its sole public footprint remains its Coconut Creek headquarters and its website, utopiawealth.com, which serves as its primary client-facing channel. The firm's structural differentiator lies in its simplicity. Unlike multi-family offices adding venture capital or direct private investments, Utopia appears to remain focused on liquid portfolio management and planning services. Its South Florida location may also position it to serve the region's growing base of domestic wealth management clients, though its specific market penetration is not publicly detailed.

## Questions

### Who leads investment or advisory decisions at Utopia Wealth Management?

Specific principals or key investment personnel for Utopia Wealth Management are not currently identified in public records. The firm operates without a significant public leadership profile, which is characteristic of a smaller, privately held advisory shop.

## Related profiles

- [Utmost Life and Pensions](https://altss.com/profile/utmost-life-and-pensions)
- [Utour Group](https://altss.com/profile/utour-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/utopia-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology