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ULLMANN WEALTH PARTNERS
ULLMANN WEALTH PARTNERS GROUP, LLC
CRD 316697 · SEC 801-122769
1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250, United States
Phone
904-280-3700
Fax
904-280-3785
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.25B
Discretionary AUM
$1.25B
Team
13 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $103.5M |
| High net worth individuals | 304 | $1.15B |
| Corporations/business entities | 2 | $5.1M |
States served
AZ, CA, GA, IN, LA, NY, NC, SC, VA, TX, FL
All web addresses on file
- https://ullmannwealthpartners.com
- https://focusfinancialpartners.com
- https://www.instagram.com/ullmannwealthpartners/
- https://www.linkedin.com/company/move-forward-confidently%E2%84%A2/?viewAsMember=true
- https://www.linkedin.com/company/ullmann-financial-group/
- https://www.facebook.com/ullmannwealthpartners/
- https://www.facebook.com/profile.php?id=61579265347050
- https://www.instagram.com/moveforwardconfidently/
Official SEC filing: View on IAPD