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  2. Utopia Wealth Management, LLC

Filings through Oct 24, 2026.

Utopia Wealth Management, LLC

EIN 83-2877610-financial services-Latest filing 2025
Plans
1
Retirement
1
$989K assets
Health & Benefits
0
Participants
2
6810 N. STATE RD. 7 - COCONUT CREEK, FL 33073754-264-4778utopiawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$989K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

UTOPIA WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$989K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UTOPIA WEALTH MANAGEMENT 401(K) PLAN401(k)$989K22025
  • UTOPIA WEALTH MANAGEMENT 401(K) PLAN$989K
    #001 · 401(k) · 20252
Retirement plans
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