ULIVI WEALTH MANAGEMENT

ULIVI WEALTH MANAGEMENT of ORANGE, CA is an SEC-registered investment adviser (CRD 133666). Regulatory assets under management: $12.2M.

Registration

• CRD: 133666
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search