ULTRA ADVISORY GROUP LLC

ULTRA ADVISORY GROUP LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 338775). Regulatory assets under management: $142.6M.

Registration

• CRD: 338775
• SEC file number: 801-134701
• Type: Registered investment adviser
• Location: 19800 MACARTHUR BLVD, STE. 300, IRVINE, CA, 92612
• Phone: 949-590-4923
• Latest filing: 2026-04-10
• Regulatory AUM: $142.6M
• Discretionary AUM: $142.6M
• Clients: 1
• Accounts: 302

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338775 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search