Investment adviser · CRD 316697
ULLMANN WEALTH PARTNERS
Investment adviser filing (IA)
ULLMANN WEALTH PARTNERS GROUP, LLC
JACKSONVILLE BEACH, FL, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $1.25B Form ADV · Item 5.F
- Client accounts
- 1,605 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 304 | $1,145,556,167 | 91.3% |
| Individuals | 225 | $103,543,580 | 8.3% |
| Corporations & businesses | 2 | $5,053,505 | 0.4% |
Filing source
Form ADV 2115635 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
1540 THE GREENS WAYJACKSONVILLE BEACH, FL, 32250, United States
CRD 316697
Filing source
Form ADV 2115635 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.