ULLMANN WEALTH PARTNERS

Legal name: ULLMANN WEALTH PARTNERS GROUP, LLC

CRD 316697File 801-122769

APPROVED

Retail clients

Custody

Filing as of Jul 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.25B

Above cohort median (national)

Discretionary AUM

$1.25B

Non-discretionary $8.0M

Clients

531

1,605 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Nov 26, 2021
Principal office: 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250
Phone: 904-280-3700
Website: https://focusfinancialpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.25B
Discretionary AUM: $1.25B
Non-discretionary AUM: $8.0M
Discretionary accounts: 1,596
Non-discretionary accounts: 9
Total accounts: 1,605
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$5.1M
High net worth individuals	304	$1.15B
Individuals (other than high net worth individuals)	225	$103.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.