A complete list of active advisors currently associated with UlivI Wealth Management
Warmer can help you find a great advisor at UlivI Wealth Management or one who fits your needs even better.
Ulivi Wealth Management is a single-advisor investment management firm that provides customized investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. Services described in the firm brochure include portfolio management, investment consultation, goal setting and risk/return profiling, cash flow and tax planning, insurance review, education funding, retirement planning, and estate planning, with occasional one‑off consulting and public educational workshops. The firm employs an asset-allocation driven process that incorporates macroeconomic analysis (money supply, interest rates, commodity prices) to inform allocation and investment selection and provides ongoing monitoring and quarterly written reports. Ulivi offers both discretionary and non‑discretionary arrangements; in non‑discretionary accounts the firm submits recommendations for client approval before placing trades, while discretionary authority is exercised only where granted and within client-imposed limitations. Notably, Ulivi reports that a majority of its assets are managed on a non‑discretionary basis (approximately $6.5M non‑discretionary versus $2.56M discretionary as of 05/31/2022), which is less common among independent solo advisers that typically manage assets discretionarily. The firm operates on a fee‑only basis, maintains client assets with an independent qualified custodian, and serves a small, closely managed client base (17 clients and roughly $9M in AUM), which supports individualized review and case‑by‑case consulting.
To learn more about the advisors currently working at UlivI Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orange, CA
| 2
|
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