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ULIVI WEALTH MANAGEMENT
ULIVI, RICARDO MARTIN
CRD 133666
369 SOUTH GLASSELL ST., ORANGE, CA, 92866, United States
Phone
714-771-6000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$2.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $12.2M |
All web addresses on file
Official SEC filing: View on IAPD