Ulta Wealth Management

Ulta Wealth Management is a wealth management firm in North Las Vegas, NV. The firm provides specialized services including retirement planning for high-net-worth clients, custom financial planning, option trading strategies, and individual wealth management. They serve affluent individuals and families through personalized investment management and asset protection services, such as Nevada Asset Protection Trusts. The firm holds a 5.00 rating.

Led by Owner/CCO Kenneth Templeton II, the firm utilizes a hands-on approach to private wealth management. Their strategy focuses on creating custom-built portfolios that avoid cookie-cutter models, instead tailoring investments to reflect specific risk tolerances and long-term ambitions. The team provides transparent financial planning and active portfolio management, evaluating past performance to identify high-performing assets. Their expertise includes market research, analysis, and implementing strategies designed to protect assets from third-party legal claims.

The office is located on South Rainbow Boulevard, near the Spring Valley Post Office and a short distance from the Spring Valley Baptist Church. The location is also situated close to the Desert Inn Detention Basin.

The business maintains well-documented information online and features a well-optimized website that is easily read by search engines.

Ulta Wealth Management provides customized, hands-on investment strategies to help clients in North Las Vegas preserve their wealth and build their financial futures.