Ultra Advisory Group LLC
● SEC registered since 2025CRD 338775SEC# 801-134701Irvine, CA
Reg. AUM
$142.6M
Employees
1
Accounts
302
Location
Irvine, CA
Ultra Advisory Group LLC assets under management
Ultra Advisory Group LLC is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2025. It reports $142.6 million in regulatory assets under management and employs 1 people.
Ultra Advisory Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Cross Gould Control | Cco And Managing Member | Over 75% | 2025 |
Frequently asked questions
How much does Ultra Advisory Group LLC manage?
Ultra Advisory Group LLC reports $142.6 million in regulatory assets under management on its Form ADV.
How many employees does Ultra Advisory Group LLC have?
Ultra Advisory Group LLC reports 1 employees.
Where is Ultra Advisory Group LLC located?
Ultra Advisory Group LLC is based in Irvine, CA and has been SEC-registered since 2025.
Does Ultra Advisory Group LLC disclose fund performance?
Ultra Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19800 MacArthur Blvd, Ste. 300, Irvine, CA 92612 |
| Phone | 949-590-4923 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$142.6Mregulatory AUM
Discretionary $142.6M