Utmost Worldwide Limited
$103M reported client assets across 4 advisory firms in FY2021 annual amendments
Reported client assets over time
$570K
$65.1M
2018
2021
Same-firm comparison: 3 firms that reported Utmost Worldwide Limited in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2018, 2019 are shown but partial — only FY2018: 1 cohort firms, FY2019: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Beacon Global Advisor Network, Llc | $39.7M | $146M | 27.2% | 03/30/2022 |
| Skybound Wealth Management Usa, Llc | $38.1M | $255M | 14.9% | 03/10/2022 |
| Wealthunite Advisors, Llc | $17.4M | $47.3M | 36.9% | 02/08/2022 |
| Cross Border Wealth, Llc | $8.0M | $76.4M | 10.5% | 03/09/2022 |
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.