Utmost Wealth Solutions Ltd
$39.8M reported client assets across 2 advisory firms in FY2019 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Plan First Wealth Llc | $25.2M | $79.1M | 31.9% | 02/26/2020 |
| Wealthunite Advisors, Llc | $14.5M | $33.6M | 43.3% | 03/16/2020 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.