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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 Oct 1, 2026
Regulatory AUM
$1.25B
Above cohort median (national)
Discretionary AUM
$1.25B
Non-discretionary $8.0M
Clients
531
1,605 accounts
Employees
13
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 493 | 531 | increased by38 |
| Apr 1, 2026 | AUM | $1,074,433,565 | $1,254,153,252 | increased by$179,719,687 |
| Apr 1, 2026 | Accounts | 1,496 | 1,605 | increased by109 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 354 | 493 | increased by139 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $765,230,116 | $1,074,433,565 | increased by$309,203,449 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 972 | 1,496 | increased by524 |
| Feb 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Feb 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | AUM | $0 | $765,230,116 | increased by$765,230,116 |
| Feb 1, 2022 | Accounts | 0 | 972 | increased by972 |
| Dec 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ULLMANN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ULLMANN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.