# ULIVI Wealth Management

ULIVI Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ulivi-wealth-management

## Regulatory record

- **CRD number:** 133666
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133666

## About

ULIVI WEALTH MANAGEMENT is a state-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.

## Questions

### 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.

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Last updated: 2026-07-06T01:24:27.824Z

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