Asoka
Weeraratne
Uta LLC
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About this Advisor
Asoka Weeraratne is a financial advisor working in Vancouver, Washington who has 2 years of relevant experience. Weeraratne works at Uta LLC. During their career, Weeraratne has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Purshe Kaplan Sterling Investments and Uta, LLC. Weeraratne maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Washington. Uta LLC is a registered investment company that has its headquarters in Vancouver, WA. The investment advisory business has just two people on staff. It has $98 million in assets under management between its 201 client accounts, making it one of the smaller firms in the United States by assets under management. Of its 201 accounts, 31% are held by high-net-worth clients who have more than $1 million in assets. Uta LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees typically vary depending on the type of services provided. Fee types charged by Uta LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Uta LLC Brokerage Details
$98,123,506
2
201
$488,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Asoka Weeraratne Work History
Asoka has been registered as a financial advisor for 2 years.*
Uta, LLC
Purshe Kaplan Sterling Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Asoka Weeraratne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Uta LLC
Vancouver, WA
Mesquite, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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