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CCO and Managing Member · Ultra Advisory Group

Bryan C. Gould

CRD 5300032 · Named on Form ADV at one SEC-registered adviser

At a glance

Ultra Advisory Group, an SEC-registered wealth manager based in Irvine, CA with $143 million in regulatory assets, lists Bryan C. Gould on its Form ADV as CCO and Managing Member, a control person.

Firms and roles

  • Ultra Advisory GroupCCO and Managing MemberWealth manager · Irvine, CA · $143M in regulatory assets

AtlasMembers

Bryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.