RIA Intel›Advisers›California›NIEMANN, ULLI GERHARD

NIEMANN, ULLI GERHARD

Advisory

HUNTINGTON BEACH, CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in CA

#4,136

of 5,480 advisers by AUM

Average account

$292K

across 84 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients83

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

83 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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