U
$12.2M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-21-1991
- Office Locations
- 1
Office Locations
369 South Glassell St. Orange CA
About Ulivi Wealth Management
Ulivi Wealth Management is a retirement-focused advisory in Orange, CA helping pre-retirees and retirees plan sustainable portfolio income, align asset allocation, and stress-test cash-flow longevity and legacy goals. Portfolios emphasize ETFs and fixed income, including U.S. government/agency bonds, and are custodied at Charles Schwab. Led by “Professor” Ricardo Ulivi, who also teaches financial planning and offers a Retirement Readiness Kit.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$720.2K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
RICARDO MARTIN ULIVI
Owner
- CRD
- #731752
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,675,000 | -- |
| Non-Discretionary | $9,568,500 | -- |
| Total | $12,243,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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