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Founding Partner · Ullmann Wealth Partners

Glenn M. Ullmann

CRD 2349085 · Named on Form ADV at one SEC-registered adviser

At a glance

Ullmann Wealth Partners, an SEC-registered wealth manager based in Jacksonville Beach, FL with $1.3 billion in regulatory assets, lists Glenn M. Ullmann on its Form ADV as Founding Partner, a control person.

Firms and roles

AtlasMembers

Glenn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Carrie KingChief Compliance Officer, Ullmann Wealth Partners

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Glenn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.