ULIVI WEALTH MANAGEMENT

Overview

Ulivi Wealth Management is a small, independent registered investment adviser operating as a sole proprietorship that provides fee-based portfolio management to individual and family clients and small business owners. The firm runs a traditional, fixed-income–leaning model: it favors capital preservation and income generation through U.S. government securities and mutual funds, and it manages both discretionary and non‑discretionary accounts. Advisory activity is focused on straightforward portfolio management rather than institutional consulting, and the firm charges a percentage-of-AUM fee. Ulivi Wealth Management is not positioned as an ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator to in-house funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices