Ullmann Wealth Partners
Firm details
- Headquarters
- Jacksonville Beach, Florida
- CRD number
- 316697
- Registered since
- November 26, 2021
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI91.34%
- Individuals8.26%
- Corporations / Businesses0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ullmann Wealth Partners is an independent, LLC-structured registered investment adviser that registered with the SEC in 2021. The firm acts as a capital allocator for individual, family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of third-party advisers, and educational seminars. Its fee model combines a percentage-of-AUM schedule with hourly charges, and it also engages in other financial product sales. The firm is not an active ESG investor. Ullmann Wealth Partners was recognized by Forbes in its America's Top RIA Firms list in 2023 and again in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$1.1B in ETFs
64%
$690M
36%
$393M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $203M | 264,721 | 18.71% |
Location
Jacksonville Beach, FL
Duval
Location
Jacksonville Beach, FL
Headquartered in Jacksonville Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1540 The Greens Way
- Time zone
- ET (UTC-5)
- Office locations
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