Ulrich Investment Consultants Employee Directory

Financial ServicesNew Mexico, United States11-50 Employees

Our mission is simple: to earn your enduring trust and confidence by offering the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service.

That’s our target. That’s our aim. 

Independence from big-company corporate earnings pressure and constraints is probably the single most important thing that helps us with that. There’s no mandate to meet next quarter’s numbers — just the pressure we put on ourselves for excellence with each client. We don’t have proprietary products. Instead, we offer access to a vast array of expertise from any number of global investment managers. We’ve built Ulrich purposely to meet our mission.

Advisory services offered through UIC, an SEC registered investment adviser.

Find Ulrich Investment Consultants employees' phone numbers or email addresses

Ulrich Investment Consultants Global Highlights

Location
Employees

North America
28

Minus sign iconPlus sign icon
  • United States Of America
    28

Ulrich Investment Consultants's Leadership

  • Stylized image of a person
    R. C.
    Chief Compliance & Operations Officer At Ulrich Investment Consultants
    Phone icon
  • Stylized image of a person
    A. S.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    J. U.
    Founder & President
    Phone icon
  • Stylized image of a person
    W. E. S.
    Partner & Chief Investment Officer
    Phone icon
  • Stylized image of a person
    E. G.
    Partner, Senior Advisor
    Phone icon
  • Stylized image of a person
    E. O.
    Partner And Chief Investment Officer
    Phone icon
  • Stylized image of a person
    J. S.
    Partner Director Of Native American Consulting
    Phone icon
  • Stylized image of a person
    R. S.
    Partner And Chief Investment Officer
    Phone icon

Ulrich Investment Consultants Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Consultant
  • Legal
  • Other

Contact profiles from Ulrich Investment Consultants

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. E. S.
    Partner & Chief Investment Officer
    Phone icon
    United StatesTexas
    Oct 21, 2025
  • Stylized image of a person
    J. U.
    Founder & President
    Phone icon
    United StatesTexas
    Feb 02, 2026
  • Stylized image of a person
    E. G.
    Partner, Senior Advisor
    Phone icon
    United StatesTexas
    Nov 17, 2025
  • Stylized image of a person
    R. C.
    Chief Compliance & Operations Officer At Ulrich Investment Consultants
    Phone icon
    United StatesTexas
    Oct 21, 2025
  • Stylized image of a person
    A. S.
    Chief Financial Officer
    Phone icon
    United StatesNew Mexico
    Apr 26, 2024
  • Stylized image of a person
    E. O.
    Partner And Chief Investment Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Partner Director Of Native American Consulting
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. S.
    Partner And Chief Investment Officer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. R.
    Vice President
    Phone icon
    Dec 03, 2024
  • Stylized image of a person
    R. K. U.
    Vice President
    Phone icon
    United StatesFlorida
    Nov 15, 2025

Frequently Asked Questions

What is Ulrich Investment Consultants known for?

Minus sign iconPlus sign icon
Ulrich Investment Consultants operates in the Financial Services industry. The company's main headquarters is located in 1805 Rio Grande Boulevard Northwest Suite One Albuquerque, New Mexico 87104 United States. Explore Ulrich Investment Consultants's company overview page for more information.

What is Ulrich Investment Consultants's most common email format?

Minus sign iconPlus sign icon
Ulrich Investment Consultants employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ulrich Investment Consultants email formats with LeadIQ.

How many employees does Ulrich Investment Consultants have currently?

Minus sign iconPlus sign icon
Ulrich Investment Consultants has approximately 19 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Ulrich Investment Consultants's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Ulrich Investment Consultants's key employees include:

  • Chief Compliance & Operations Officer At Ulrich Investment Consultants: R. C.
  • Chief Financial Officer: A. S.
  • Founder & President: J. U.
  • Partner & Chief Investment Officer: W. E. S.
  • Partner, Senior Advisor: E. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.