Ultra Advisory Group
Firm details
- Headquarters
- Irvine, California
- CRD number
- 338775
- Registered since
- November 19, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.7%
- Individuals8.9%
- Charitable Organizations1.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ultra Advisory Group is an independent registered investment adviser structured as an LLC that serves both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers — indicating it acts as a capital allocator rather than solely a wrap- or model-provider. Fee arrangements include a percentage-of-AUM schedule and hourly billing. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities14%
- Cash & Cash Equivalents9%
- State & Local Bonds7%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Bryan Gould
Managing Director, FounderCRD 5300032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 5 Park Plz
- Time zone
- PT (UTC-8)
- Office locations
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