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ULTRA ADVISORS LLC

Advisory

LYNDHURST, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$58K
across 46 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$3M
Discretionary %
0%
Clients
76
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$0
Non-Discretionary AUM$3M
Discretionary %0%
Total Clients76
Team
Total Employees4
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

GRIPMAN INVESTMENT ADVISORS, LLC
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$3M
+35.0% 1Y
BELLWETHER INVESTMENT SERVICES LLC
$3M
FUSION PLANNING LLC
$3M
CHIAREZZA CAPITAL MANAGEMENT, LLC
$3M
T GREEN WEALTH ADVISORS LLC
$3M
METROPOLITAN INVESTMENT MANAGEMENT GROUP, LLC
DAYTON, OH
$3M
-90.0% 1Y

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