ULIVI Wealth Management

ULIVI WEALTH MANAGEMENT is an SEC-registered investment adviser in ORANGE, CA. The firm manages $12 million in assets, $3 million on a discretionary basis.

ULIVI Wealth Management

ULIVI WEALTH MANAGEMENT is an SEC-registered investment adviser in ORANGE, CA. The firm manages $12 million in assets, $3 million on a discretionary basis. It has 1 employee and 1 investment adviser.

linkedin.com/company/ulivi-wealth-management

General information

Firm type

Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs ULIVI Wealth Management?

No principals have been identified in the public record. The firm does not operate a website, maintain a LinkedIn presence, or appear in financial-services regulatory disclosures that name key decision-makers.

What is ULIVI Wealth Management's investment strategy?

ULIVI Wealth Management has not disclosed an investment strategy publicly. Without a website, portfolio disclosures, or media coverage, there is no verifiable information on asset-class allocation, sector focus, or stage preferences.

Is ULIVI Wealth Management a single-family office or a multi-family office?

The firm's structure cannot be confirmed from public sources. The name is consistent with a single-family office but could also represent a small multi-family or advisory practice. No regulatory filing or public disclosure clarifies the firm type.

Where does ULIVI Wealth Management's underlying wealth originate?

No wealth origin is disclosed. Without named principals or a public history, the source of capital remains unknown.

Does ULIVI Wealth Management co-invest with external partners?

There is no public evidence of co-investment activity. The absence of deal announcements, fund commitments, or industry-conference participation suggests the firm operates exclusively on a proprietary basis — but this is an inference from silence, not a confirmed posture.

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