RIA Intel›Advisers›California›ULIVI, RICARDO MARTIN

ULIVI, RICARDO MARTIN

Advisory

ORANGE, CA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in CA

#4,556

of 5,480 advisers by AUM

Average account

$437K

across 28 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$3M

Non-Discretionary AUM$10M

Discretionary %21.8%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

17 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

HN BUSS INVESTING, CORPORATION

$12M

THOMAS INVESTMENT ADVISORS LLC

$12M

GOLDEN, KENNETH HAROLD

$12M

MEYERS CAPITAL MANAGEMENT LLC

$12M

SELECT WEALTH ADVISORS, INC.

$12M

ELEVATE WEALTH MANAGEMENT, L.L.C.

$12M

Get the full picture on ULIVI, RICARDO MARTIN

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ULIVI, RICARDO MARTIN and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans