Uta Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$211,089,673
Clients
102
Advisors
2
across 2 offices
About
UTA, LLC advises individuals (including high‑net‑worth clients), businesses, and ERISA plans, offering portfolio management on both a discretionary and non‑discretionary basis as well as standalone financial planning. The firm’s services include advice on mutual funds, ETFs, equities and fixed income, and may involve introducing clients to outside professionals for implementation tasks.
UTA’s investment process begins with a financial plan that frames each client’s objectives and risk tolerance and then constructs a portfolio using a mix of passive and active strategies, selecting managers and instruments with attention to macroeconomic and tax considerations. The firm provides quarterly performance statements and at least annual reviews, and may allocate assets to sub‑advisors or third‑party managers where appropriate.
Noteworthy aspects include a relatively large asset base managed by a two‑advisor team — roughly $214.6 million in assets with $183.2 million managed on a discretionary basis (figures reported as of year‑end) — and the firm’s use of custodian‑supported educational conferences and events described in the brochure. The firm also discloses that its representatives are licensed for insurance but are not appointed to sell commission products, and it will not vote client proxies unless specifically authorized.
Client services
Expertise
Fee options
Fixed fees for financial planning as stated in the planning agreement
1.00% to 2.00% annually (negotiable based on asset level and client needs)
Financial planning services billed at $200-$500 per hour
Account minimum: $25,000 Fee-only: Financial planning services charged at $200-$500 per hour or fixed fees as per planning agreement
Main office
See office2800 Main Street
Vancouver WA 98663
Advisors at this office
1
Offices (2)
Most active in
Nevada · Oregon · Washington
Also doing business as
Uptown Advisors · Uta LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Asoka W
Series 63, Series 65
Vancouver, WA
Uta Llc
Asoka Weeraratne is a financial advisor with UTA, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and multiple Wells Fargo entities over a 15-year span. Outside of advisory work, he serves as CEO of Kelly International, a clothing manufacturing and retail business. UTA, LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning services. The firm employs a combined passive and active investment approach tailored to client objectives and risk tolerance, managing approximately $214.6 million in assets with a two-advisor team.
Jackie B
Series 63, Series 65
Mesquite, NV
Uta Llc
Jackie Bixby is a financial advisor at Uta LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Bixby has been with Uta LLC since 2021. Uta LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning using a combination of passive and active investment strategies. The firm emphasizes customized financial plans and offers services that include introducing clients to outside professionals for implementation.
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