ULLMANN WEALTH PARTNERS

1540 The Greens Way
Jacksonville Beach, Florida 32250
Tel: 904-280-3700

About ULLMANN WEALTH PARTNERS

ULLMANN WEALTH PARTNERS, formally registered with the SEC as ULLMANN WEALTH PARTNERS. The firm was established in 11/26/2021. They have over 2 offices throughout the country.

ULLMANN WEALTH PARTNERS is a Jacksonville Beach, Florida based Financial Planning firm with nearly $877,117,003 assets under management, offering retirement planning & investment advisory services to 1282 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316697
SEC#	801-122769
Assets Managed by Firm	$877,117,003
No. of Clients	1282
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1282	$877,117,003
Individuals (other than high net worth individuals)	210	$102,158,905
High net worth individuals	228	$773,442,628
Corporations or other businesses	Fewer than 5 clients	$1,515,470

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