# Ultra Advisory Group: new SEC registration, $143M AUM, Irvine, CA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Ultra Advisory Group |
| Legal name | Ultra Advisory Group LLC |
| CRD | 338775 |
| Status | Approved |
| Registered with the SEC | 2025-11-19 |
| Latest Form ADV filing | 2026-08-31 |
| Location | Irvine, CA, United States |
| Regulatory AUM | $142,609,950 |
| Accounts | 302 |
| Employees | 1 |
| Website | https://www.ultraadvisorygroup.com |

## Why this score
- $143M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/338775). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.