Ultra Advisory Group
Ultra Advisory Group is an SEC-registered ria in Irvine, CA with $142.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ultra Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338775, SEC 801-134701, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $142.6M (2026-04-10)
- Firm type
- Ria
- Location
- Irvine, CA
- Employees
- 1
- Clients
- 75
- CRD
- 338775
- Ownership
- GOULD, BRYAN, CROSS
How much AUM does Ultra Advisory Group have?
Ultra Advisory Group reported $142.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Ultra Advisory Group?
Disclosed owners and executives of Ultra Advisory Group include GOULD, BRYAN, CROSS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.