# ULIVI WEALTH MANAGEMENT

ULIVI WEALTH MANAGEMENT of ORANGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133666
- Type: SEC-registered investment adviser
- Location: 369 SOUTH GLASSELL ST., ORANGE, CA, 92866
- Phone: 714-771-6000
- Latest filing: 2026-02-12
- Regulatory AUM: $12.2M
- Discretionary AUM: $2.7M
- Non-discretionary AUM: $9.6M
- Clients: 1
- Accounts: 28

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133666/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133666/similar
- Related entities: https://search.stillhousedata.com/firm/133666/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133666

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.