|
⚲
|
| Ultra Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 338775 |
| SEC # | 801-134701 |
| CIK # | |
| AUM | $142.6 M (2026-04-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 949-590-4923 |
| Address | 19800 MacArthur Blvd Irvine, CA 92612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 12.7 |
| (b) Individuals (high net worth individuals) | 35 | 127.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 142.6 |
| By Discretionary | ||
| Discretionary | 302 | 142.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 302 | 142.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.6 | |
| Total | 302 | 142.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
S R Schill & Associates Inc
✚
|
WA | 0.1 |
|
Verus Wealth Management LLC
✚
|
WI | 0.1 |
|
Gerstemeier Financial Group LLC
✚
|
0.1 | |
|
TCM Advisors LLC
✚
|
0.1 | |
|
Appian Way Financial LLC
✚
|
CA | 0.1 |
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Vista CIMA Wealth Management LLC
✚
|
0.1 | |
|
Castleton Partners LLC
✚
|
0.1 | |
|
RJ Patterson Capital Investment Group Inc
✚
|
CA | 0.1 |
|
J L Perkins Wealth Management LLC
✚
|
GA | 0.1 |