Ullmann Wealth Partners Group, LLC
● SEC registered since 2021CRD 316697SEC# 801-122769Jacksonville Beach, FL
Reg. AUM
$1.25B
Employees
13
Accounts
1,605
Location
Jacksonville Beach, FL
Ullmann Wealth Partners Group, LLC assets under management
Ullmann Wealth Partners Group, LLC is an investment advisory firm registered with the SEC based in Jacksonville Beach, FL. The firm has been registered since 2021. It reports $1.3 billion in regulatory assets under management and employs 13 people.
Ullmann Wealth Partners Group, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie King Control | Chief Compliance Officer | Under 5% | 2021 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2021 |
| Glenn Michael Ullmann Control | Founding Partner | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Ullmann Wealth Partners Group, LLC manage?
Ullmann Wealth Partners Group, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Ullmann Wealth Partners Group, LLC have?
Ullmann Wealth Partners Group, LLC reports 13 employees.
Where is Ullmann Wealth Partners Group, LLC located?
Ullmann Wealth Partners Group, LLC is based in Jacksonville Beach, FL and has been SEC-registered since 2021.
Does Ullmann Wealth Partners Group, LLC disclose fund performance?
Ullmann Wealth Partners Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1540 the Greens Way, Jacksonville Beach, FL 32250 |
| Phone | 904-280-3700 |
| Fax | 904-280-3785 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.25B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.25Bregulatory AUM
Discretionary $1.25BNon-discretionary $8M