Wealth Manager
    SEC Registered
    Manages Private Funds

    Ulrich Investment Consultants

    Registered investment advisor · Albuquerque, New Mexico · CRD #159499

    Assets Under Management
    $3.6B
    Client Accounts
    1,032
    Employees
    22
    CRD Number
    159499
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Bok Financial Corporation

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ulrich Investment Consultants

    Ulrich Investment Consultants specializes in multi-generational wealth management, offering customized financial guidance and investment oversight with a focus on tax efficiency and fiduciary services. The firm is headquartered in Albuquerque, New Mexico, and emphasizes client-focused, personalized wealth management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ulrich Investment Consultants

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    Frequently Asked Questions

    What is Ulrich Investment Consultants's AUM?

    Ulrich Investment Consultants reports approximately $3.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ulrich Investment Consultants headquartered?

    Ulrich Investment Consultants is headquartered in Albuquerque, New Mexico.

    What is Ulrich Investment Consultants's CRD number?

    Ulrich Investment Consultants's CRD number is 159499. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ulrich Investment Consultants manage?

    Ulrich Investment Consultants manages approximately 1,032 client accounts according to its latest SEC filing.

    Is Ulrich Investment Consultants SEC registered?

    Yes, Ulrich Investment Consultants is registered with the SEC as an investment adviser with an approved registration status.

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