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ULLMANN WEALTH PARTNERS

JACKSONVILLE BEACH, FL · CRD 316697 · IAPD ↗ · ullmannwealthpartners.com · 904-280-3700

$1.25BRegulatory AUM
7Advisory reps
13Employees
2Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
August 2026 — ULLMANN WEALTH PARTNERS notice-filed in OH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — ULLMANN WEALTH PARTNERS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ULLMANN WEALTH PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — ULLMANN WEALTH PARTNERS crossed $1B in regulatory AUM ($877.1M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
September 2024 — ULLMANN WEALTH PARTNERS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.