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ULRICH INVESTMENT CONSULTANTS

ALBUQUERQUE, NM · CRD 159499 · IAPD ↗ · 505-224-9100

$3.62BRegulatory AUM
10Advisory reps
22Employees
3Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
February 2026 — ULRICH INVESTMENT CONSULTANTS shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — ULRICH INVESTMENT CONSULTANTS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2024 — ULRICH INVESTMENT CONSULTANTS grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.