Wealth manager, independent · Jacksonville Beach, FL
Ullmann Wealth Partners
Ullmann Wealth Partners Group, LLC · SEC-registered investment adviser · CRD 316697 · SEC 801-122769
At a glance
Ullmann Wealth Partners is an SEC-registered investment adviser based in Jacksonville Beach, Florida, with $1.3B in regulatory assets under management as of its Form ADV filed July 29, 2026. It reports 529 individual clients, 304 of them high-net-worth, holding an average of about $2.4 million each, and 13 employees. That ranks it 875th among the nation’s 5,657 independent wealth management RIAs and 50th of 343 in Florida. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 904-280-3700ullmannwealthpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #875 of 5,657
- Rank among all SEC RIAs
- #4,737 of 17,210
- Rank in Florida
- #50 of 343
- Individual clients
- 529
- High-net-worth clients
- 304
- Accounts
- 1,605
- Discretionary
- 99% of AUM
- Employees
- 13
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Glenn M. UllmannFounding Partner
- Carrie KingChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 304 | $1.1B | 91% |
| Individuals | 225 | $104M | 8% |
| Corporations or other businesses | 2 | $5M | <1% |
Disciplinary disclosures
Ullmann Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗ullmannwealthpartners.com ↗
AtlasMembers
The full record on Ullmann Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,919 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Ibex Wealth Advisors, LLCWest Palm Beach | $1.3B | 869 |
| American Financial Advisors IncWinter Park | $1.3B | 799 |
| Professional Advisory Services IncVero Beach | $1.3B | 596 |
| Element Pointe Family OfficeMiami | $1.2B | 52 |
| Investment Advisory Group LLCSarasota | $1.2B | 1,542 |
| Tobias Financial AdvisorsPlantation | $1.2B | 374 |
Background
Questions
How much does Ullmann Wealth Partners manage?
Ullmann Wealth Partners reports $1.3B in regulatory assets under management across 1,605 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
How many clients does Ullmann Wealth Partners have?
It reports 529 individual clients: 304 high-net-worth individuals and 225 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Ullmann Wealth Partners headquartered?
Its main office is in Jacksonville Beach, Florida. It reports 2 offices in total and 13 employees, 7 of whom perform investment advisory functions.
How does Ullmann Wealth Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Ullmann Wealth Partners use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 29, 2026, it reports these amounts held: Fidelity ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Ullmann Wealth Partners a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Ullmann Wealth Partners a fiduciary?
As an SEC-registered investment adviser, Ullmann Wealth Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Ullmann Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →